This guide will walk you through the steps to refund an ACH transaction in ISN. There are two processes explained here for refunding an ACH transaction.
To initiate an ACH refund, please adhere to the following requirements:
Allow 3 to 5 days after the initial ISN transaction before processing the refund.
Ensure that the transaction status is marked as 'settled' to proceed with the refund.
Kindly be aware that ACH payments do not support partial refunds
1. Access the Order:
To initiate the process, access the order via the following path: Navigate to → Inspections → Scheduled Inspections
2. Payments Options
In the order grid, locate the specific order, then click on Actions → Payments.
3. Initiate Refund.
Within the Payment History, select the 'Refund' option
Enter the total refund amount and confirm by clicking 'Refund'
4. Payment History
After processing the refund, a new record will appear in the Payment History, showing the Refund status.
ACH Payment in Processing Status and Refund Option Not Enabled.
If your order falls under this scenario, follow these steps:
If the transaction is still in 'Processing' status, you should see options to 'Remove' and 'Reverse' the transaction.
To VOID (refund/cancel) the transaction, you must use the "Reverse" option.
Note: The "Remove" option will only delete the transaction record from the order but will not VOID or refund an ACH payment.
5. Status Meaning
Processing: This status indicates that the payment is currently being validated for collection and deposit. This process typically takes up to 5 days to complete.
Reverse: Selecting this option will halt the payment transaction from proceeding, essentially voiding the transaction before it occurs.
Remove: This action will delete the payment note information from the order. However, it won't cancel or refund the transaction; it simply removes it from ISN.
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Please note that ACH is a feature provided by Guardian Financial.
ACH Support:
Phone: 1 (800) 608-7363
Office Hours: Mon-Fri 8 AM 5 PM MTN
Need more help?
If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.