Adjusting Transactions (Tip Adjustments)

Critical Constraint: Adjustments can only be made while the batch is still open. Once the batch closes (settles), adjustments are no longer possible.

Adjustment Use Cases:

• Restaurant tips (most common)
• Gratuity additions for service providers
• Small price corrections before settlement

Adjustment Process:

1. Navigate to Batches tab
2. Ensure you’re viewing the current open batch (not a settled batch)
3. Locate the transaction requiring adjustment
4. Click the Pencil Icon (Edit/Adjust)
5. Modify the amount field to include the tip/adjustment
   • Example: Original charge $100.00, adjust to $120.00 for $20 tip
6. Click Save or Update

Card Network Limitations on Tip Adjustments:

• Visa/Mastercard Rules: Tips are typically limited to 20% above the original authorization amount
• Example:
  • Original authorization: $100.00
  • Maximum tip allowed: $20.00 (20%)
  • Maximum adjusted total: $120.00
• Exceeding the Limit Risks:
  • Customer chargeback (customer can dispute the excessive tip)
  • Processor violations
  • Account fines

Agent Best Practice: Advise merchants in industries with high tip amounts (fine dining, large party service) to authorize for a higher initial amount (e.g., add estimated 25% to the bill when authorizing).