Skip to main content
Vindicia Knowledge Center

Managing Credit

Managing Credit

To manage your Credits, go to Search > Credit Activity to open the Credit Activity Search dialog.

Credit Activity Search Dialog

1. Enter your desired search parameters.

The following table lists available Credit Activity Search fields:

Field

Matches

Date Range

Select a date range for the Credit Activity. This is the only mandatory search field.

Merchant AutoBill ID

Enter the AutoBill ID for which Credit Activity should be returned.

Merchant Customer ID

Enter the Customer ID for which Credit Activity should be returned.

Customer Name

Enter the Customer Name for which Credit Activity should be returned.

Customer Email

Enter the Customer Email address for which Credit Activity should be returned.

Gift Card SKU/UPC

Enter the Gift Card SKU/UPC for which Credit Activity should be returned.

Gift Card PIN

Enter the Gift Card PIN for which Credit Activity should be returned.

Activity Type

Select the Activity Type you wish to search.

  • All: returns all Credit Activity.
  • Consumption: the Credit was used toward a one-time or recurring Transaction.
  • Gift Card Redemption: the Credit was added as a result of a Gift Card Redemption.
  • Gift Card Reversal: the Credit was removed due to the reversal of a previously redeemed Gift Card.
  • Grant: the Credit was added as the result of a manual Credit Grant.
  • Refund: the Credit was added as the result of a refund to a credit based Transaction.
  • Revocation: the credit was manually revoked.

Credit Type

Select the Credit Type you wish to search.

  • Time: returns only Time Credit Activity.
  • Tokens: returns only Token Credit Activity.
  • Currency: returns only Currency Credit Activity.

2.Check Default to return your results in standard HTML format, Printer Friendly to produce printable results, or CSV download to download your list as a CSV file.

3. Click Choose display columns to specify the information shown on the Credit Activity Listpage when CashBox processes your search.

The following table describes the available Credit Activity Search Page display options.

 

Field

Description

Date

The Date the listed activity occurred.

Credit Type

The Credit Type involved in the Activity: Time, Token, Currency, or Gift Card.

Activity Type

The Activity Type listed: Consumption, Gift Card Redemption, Gift Card Reversal, Grant, Refund, or Revocation.

Amount

The amount of the listed Credit Activity.

Balance

The balance left in the Credit, after the listed Activity. When first created, a Credit’s Amount and Balance field will match. If the Credit is used toward a billing Transaction, these two values will no longer match.

AutoBill ID

The AutoBill ID to which the listed activity applies.

Customer ID

The Customer ID to which the listed activity applies.

Customer Name

The Customer Name to which the listed activity applies.

Customer Email

The Customer ID to which the listed activity applies.

Transaction ID

The Transaction ID for the listed activity.

Gift Card SKU

The Gift Card SKU for the listed activity.

Gift Card PIN

The Gift Card PIN for the listed activity.

Gift Card Status

Lists the current status of the Gift Card.

  • Active: the Gift Card is available for redemption.
  • Deactive: the Gift Card has been rejected by the payment processor; the Gift Card redemption was unsuccessful; or the Gift Card has been redeemed, and your redemption reversal was unsuccessful.
  • Redemption Pending: the Gift Card redemption is in process with the payment processor.
  • Unknown: CashBox cannot determine the status of the GiftCard. Either CashBox could not contact the Payment Processor, or it could not interpret the response from the Payment Processor.

Note

The Note added when the Credit was granted or revoked.

Granted Date

The date the Credit was Granted.

Sort Value

The Sort Value assigned to the Credit Activity.

Description

The Description added when the Credit was granted or revoked.

Reason

The Reason added for the Credit Activity.

Name/Value Pairs

The custom data added to the Credit Activity.

 

Credit Activity List Page

Click on a listed Credit Activity to open the Credit Activity Detail page.

Credit Activity Detail page

Note In the Credit Activity list page, Names are listed as column headers, with the value for each activity listed in its row. In theCredit Activity Detail page, These name-value pairs are listed at the bottom of the page.

Cashbox Features

Learn More
Cashbox Features

For Developers

Learn More
For Developers
Back to Top