Interac Refunds - PsiGate & ameliaRES process

Owned by Darrell James (Unlicensed)
Mar 13, 2017
3 min read

How to do a refund when Interac is the FOP (Form of Payment).

Step-by-step guide

Purpose of the document:  When a customer has used the Interac through the Newleaf website and a refund would need to be processed.

Refunds of Interac payments will need to be done in 2 steps

  1. Refund payment amount through the PsiGate portal
  2. Show the payment "refunded" in ameliaRES

Through the PsiGate portal:

To refund a DEBIT transaction first you will have to logon to the PSiGate Merchant Tool portal.  Once logged in you will see a list of transactions.  Click on the OrderID that matches the Interac transaction you want to refund.

Where's the OrderID?

The OrderID will be displayed on the confirmation page at the end of a transaction, and in a confirmation email from Interac.


You will be presented with the Order Details.

  • Click on the Refund button to refund the transaction.  Once the refund has been confirmed you will have to go through the reservation program to make the transactions balance.  You will need to follow the steps below to do so. 
  • The payment has now been refunded to the customers Interac account.
  • This does not remove the payment from ameliaRES. 
  • To remove the charge in ameliaRES, you will “refund” the amount to an internal account.  For the case of showing this I have used an account called INT REF (Interac Refunds)
  • Pull up the file:
  • Cancel the segment, as follows:
    • Click the centre quadrant and click the 2 – Change SEG button 
    • When the Segments box opens highlight the segment needing to be cancelled and click 4 – Cancel Seg
    • Click 9 – Continue button  this will then cancel the segment(s).  Click C – Close to close this screen
  • You will notice that this is now a “Balance Due”.  Being as the refund was handled outside of ameliaRES, the agent will need to go in and reverse the credit out to an internal Interac account.  (for purposes of this document I have set up INT REF – Interac Refund as a payment option)
  • Click 3 – Payment button  to open the payment window.
    • Notice the negative payment in Balance due.
    • What the agent needs to do is ADD a payment, which will then reverse out the credit.  There is no actual credit due to the customer as it was done via the PsiGate portal.
    • In the 3 – Method dropdown box, select Interac Refunds and click Save
  • This will then clear out the credit due to the customer and the charges and refunds will equal giving a clean charges vs. payments  screen