Rerun a Declined New Sale
Last updated
Last updated
Step 1.
Select Customer > then click on Customer Service.
Type in the criteria of the Declined New Sale.
Click the red Search Orders button.
Click on the order and it will bring you to the Customer Details page.
Step 2.
On the Customer Details page on the order section, you would click the blue highlighted order number (orderId).
Once you click the order that you are looking for, it will take you to the Order page. Here you will see the Order page with the information that your order was DECLINED. Click the green Complete Order button.
Note: A Hard Decline will not be able to rerun without contacting the customer. The billing method will not populate.
Step 3.
The Order Entry page appears so the transaction can be rerun.
The order information will auto populate within Order Entry including the product they wanted to purchase.
Any changes to the customer's information can be made on the Order Entry page.
Before completing the complete process, please verify that all the customer details are correct, including the payment method and the product they have chosen.
Once you have done that, scroll all the way down to the end of the page and press the green Process button.
Step 1.
Select Reports > then click on Customers > then click on Order Details.
Choose the date range for the transactions you would like to rerun.
Set the Order Status to Declined in the Filters section.
Set the Order Type to New Sale.
Click on the green Go button.
Scroll down to the Order Details section to and click on the blue Show/Hide Batch Updates option.
Choose the Merchant you want to re-run against.
Choose all orders by clicking Select, or individually by checking the box next to each order.
Click the red Retry Declined Sales button once all the criteria have been selected.
