Next Day Partial Refund Using "Credit card payment adjustment"

Use Case Description

  • A guest check is paid in full by credit card using a terminal, on day 0 (Monday 08/05/2024) at 8:00 a.m. EST.
    • Check Total: 45.00

    • Tip Total: 5.00

    • Payment Total: 50.00

  • A refund of 10.00 is issued on day 1 (Tuesday 08/06/2024) at 2:00 p.m. EST.
    • Check Total: 45.00

    • Tip Total: 5.00

    • Original Payment Total: 50.00

    • Refund: 10.00

    • New Payment Total: 40.00

Export or BI API Results

  • Results when collected on Tuesday 08/06/2024.

    Table 10-12 Payment Transaction Details

    Payment ID

    Payment Detail ID

    Business Date

    Adjustment Business Date

    Transaction Date and Time

    PSP Reference

    Check Number

    Guest Check Line Item ID

    Payment Type

    Transaction Amount

    Tip Amount

    123450

    123456780

    08/05/2024

    08/05/2024

    08/05/2024 8:00AM

    AB88000000CD000001

    1234

    1234567890

    PAY

    50.00

    5.00

  • Results when collected on Wednesday 08/07/2024.

    Table 10-13 Payment Transaction Details

    Payment ID

    Payment Detail ID

    Business Date

    Adjustment Business Date

    Transaction Date and Time

    PSP Reference

    Check Number

    Guest Check Line Item ID

    Payment Type

    Transaction Amount

    Tip Amount

    123450

    123456781

    08/05/2024

    08/06/2024

    08/06/2024 2:00PM

    AB88000000CD000001

    1234

    1234567891

    ADJUSTMENT

    -10.00

    0.00

    Table 10-14 Payment Settlement Details

    Payment ID

    Payment Detail ID

    PSP Reference

    Business Date

    Settlement Date

    Journal Type

    Card Present Fee

    Card Present Rate

    Settlement Amount

    123450

    123456780

    AB88000000CD000001

    08/05/2024

    08/06/2024

    SETTLED

    0.15

    1.00

    50.00

  • Results when collected on Thursday 08/08/2024.

    Table 10-15 Payment Settlement Details

    Payment ID

    Payment Detail ID

    PSP Reference

    Business Date

    Settlement Date

    Journal Type

    Card Present Fee

    Card Present Rate

    Settlement Amount

    123450

    123456781

    AB88000000CD000001

    08/05/2024

    08/07/2024

    REFUNDED

    0.00

    QA to verify - there is a bug and the fees should be 0 for partial refund

    0.00

    QA to verify - there is a bug and the fees should be 0 for partial refund

    -10.00

    Table 10-16 Payment Payout Details

    Payment ID

    Payment Detail ID

    PSP Reference

    Business Date

    Journal Type

    Payout Amount

    Transaction Payout PSP Reference

    Fee Payout PSP Reference

    Oracle Fees

    123450

    123456780

    AB88000000CD000001

    08/05/2024

    SETTLED

    48.85

    EF99000000XY000001

    EF99000000XY000001

    1.15

    Table 10-17 Payment Payout Summary

    Payout PSP Reference

    Batch Payout Date

    Batch Payout Date and Time

    Batch Payout Currency

    Batch Payout Amount

    EF99000000XY000001

    08/08/2024

    08/08/2024 9:30AM EST

    USD

    1000.00

  • Results when collected on Friday 08/09/2024.

    Table 10-18 Payment Payout Details

    Payment ID

    Payment Detail ID

    PSP Reference

    Business Date

    Journal Type

    Payout Amount

    Transaction Payout PSP Reference

    Fee Payout PSP Reference

    Oracle Fees

    123450

    123456781

    AB88000000CD000001

    08/05/2024

    REFUNDED

    -10.00

    EF99000000XY000002

    <null>

    0.00

    Table 10-19 Payment Payout Summary

    Payout PSP Reference

    Batch Payout Date

    Batch Payout Date and Time

    Batch Payout Currency

    Batch Payout Amount

    EF99000000XY000002

    08/09/2024

    08/09/2024 9:30AM EST

    USD

    1000.00

Payment Tracking Report

  • Payment Tracking Report run on Monday 08/05/2024 at 8:05 a.m. for business date 08/05/2024.
    • Tender Amount: 50.00

    • Everything else is empty or 0 (also pending amount)

  • Payment Tracking Report run on Tuesday 08/06/2024 at 2:05 p.m. for business date 08/05/2024.
    • Tender Amount: 40.00

    • Everything else is empty or 0 (also pending amount)

  • Payment Tracking Report run on Wednesday 08/07/2024 at 2:00 p.m. for business date 08/05/2024.
    • Tender Amount: 40.00

    • Settled Amount: 50.00

    • Variance Settled to Tender: 10.00

    • Fee Amount: 1.15 (= applicable variable rate + fixed fee = 2% of 50.00 + 0.15)

    • Expected Payout: 48.85

    • Payout Amount: empty

    • Variance Payout to Expected: empty

  • Payment Tracking Report run on Thursday 08/08/2024 at 8:05 a.m. for business date 08/05/2024.
    • Tender Amount: 40.00

    • Settled Amount: 40.00

    • Variance Settled to Tender: 0.00

    • Fee Amount: 1.15 (= applicable variable rate + fixed fee = 2% of 50.00 + 0.15)

    • Expected Payout: 48.85

    • Payout Amount: 48.85

    • Variance Payout to Expected: 0.00