Purpose: To take further action on a transaction which has been successfully processed. You are able to convert an Authorisation to a Sale or a Sale to a Refund.
Mouse over Lite, Transactions and click on Subsequent Transaction
Click on the Application ID, i.e. Either Test or Live Application ID
Select the Date on which the original transaction took place from the drop down menu or select a period if you are not sure of the exact date and click on Search.
This will bring up a summary list of all the transactions which match your search selection.
Scroll through the summary list until you find the transaction you want to take the action on. To make sure that it is the correct transaction, click on the Details button on the right to bring up the full details of the transaction. If satisfied, go back to the previous page and click on the transaction on which you want to take further action. This will bring up a page with the Order Details/Transaction Details and Further Transaction section at the bottom.
Check the details on the above form and if satisfied that it is the transaction for which you want to take action, and click on Order Basket.
If you want to change the details in the Line Item List, make the changes in the Line Item Details section at the bottom and click on Insert. If you are now satisfied, click on Confirm. The following page will be displayed.
If you are happy with the details, click on Do Transaction. The result will be displayed on screen as per the below screen.