How to Return an ACH Transaction
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This tutorial will review how to initiate a return of an ACH transaction via the Wise Option application.
Users can only make a return of an ACH transaction if the transaction was marked as Settlement Confirmed.
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Video Coming Soon
Navigate to the customer file for which you would like to return this transaction.
If the business uses Credit Allocations, please ensure the payment has been deallocated before proceeding.
Open the Customer Account > Payment with Digital Wallet > Credit transactions.
Set the date range to incorporate the transaction > refresh.
Click the view icon at the end of the transaction line > Return.
If the business charges customers ACH Convenience Fees, please review the account and remove the original fee if desired. Wise Option does NOT automatically remove the fee.
The credit will be On Hold until the return settles.
