Keys: CTRL+B
Use 'Bounced payment' to reverse a payment when the bank returns a check to you or when authorization is declined for a previously entered credit card payment. If you mistakenly applied a payment to the wrong order, use 'Transfer payment' to transfer a payment from one order or subscription to another.
When you bounce a payment, QuickFill bills the resulting amount due, as long as (1) the amount comes to more than the minimum billing amount you defined in your publication definition and (2) the subscription is active or suspended. The billing begins with the first effort in the billing series. (Click here for details on defining the minimum dollar amount to be billed. Click here for details on defining a billing series.)
To bounce a payment, you must first use 'Lookup' to locate the order for which you would like to bounce a payment. (Click here for details on the lookup procedure.) Once you are on the "Subscription and prospect record" lookup screen, click on "Orders" to display the customer's orders, and then select 'Bounce payment' under 'Transactions' on the main menu.
A box, with the fields below, will appear.
Amount of bounced payment
Enter the amount of the bounced payment.
Click on "OK" after you enter the amount, QuickFill adjusts the 'Paid' and 'Amount due' fields and updates the subscription summary and history and displays the order list. Now you can return to the main menu, or click on "Details" to display the order details.
Since the 'Bounced payment' transaction is not a batched transaction, it is recorded in the miscellaneous batch. Click here for details on the miscellaneous batch.
Error messages
n You
might want to cancel the subscription in order
to stop the grace issues from being delivered
This warning appears when you bounce a payment from an order that you're gracing—that is, sending issues to the customer after the subscription term is over. As a rule, you don't grace subscriptions with amounts due. If you bounce a payment after you've already started gracing, cancel the subscription if you don't want to continue sending the grace issues. Click on "OK" to remove the error message box.
n There
is at least one future paid order.
You might want to transfer a payment from it
This warning appears when you bounce a payment from a subscription that also has a paid future order. You'll probably want to transfer the payment from the future order to the order for which you bounced the payment. QuickFill then bills the future order instead of the one with the bounced payment.
n There
is an unprocessed credit card payment of $xx.xx
Do you want to reduce it?
This question appears when you bounce a payment on an order with an unprocessed credit card payment (you haven't yet run the 'Credit card charges' update). If you do bounce the unprocessed credit card payment, QuickFill won't charge that amount to the credit card. Usually, you answer "Yes" when you're reversing a credit card payment that you applied to the wrong subscription.
If you don't reduce the unprocessed credit card payment, QuickFill will charge the card the next time you run the credit card update.
n Amount is more than the amount paid
You cannot enter a bounced payment amount that tops the total amount the customer paid. Check that you have the right subscription or that you keyed in the correct amount.