Ethoca Refunds
This article explains how to refund an Ethoca alert in CheckoutChamp. The article assumes you (or a third party) are aware of the Ethoca alert.
Ethoca is a global collaboration platform, acquired by Mastercard in 2019, that enables real-time data sharing between merchants and card issuers to facilitate faster transaction dispute resolution and reduce chargebacks
Add Ethoca as a Refund Reason
Go to CRM → Call Centers and scroll down to the Refund Reasons panel.

Press the green + button on the far right and add Ethoca as a reason.

Add Ethoca Fees into Gateway configuration
Go to Gateways → Gateway List and edit your gateways to add the Ethoca Fee.

Mark transactions as Ethoca
You can mark the transaction as having been refunded via Ethoca either manually in the CRM or via the Refund Transaction API.
Refund Ethoca manually
Find the customer in CRM using the Customer Service Search.

Find the transaction which to refund.

On the transaction Actions, choose Refund.

Choose Ethoca for the Refund Reason.

Optionally choose to the Refunded Externally box
If the refund has already been given at the gateway, check the Refunded Externally? box and fill in the Refund Transaction Id (from your gateway) if known.
If the refund has not already been given, then leave Refunded Externally? unchecked. The refund will be sent to the gateway.
Press Refund button
Refund Ethoca via API
Review the Refund Transaction API here
Create an API user with access to the Refund Transactions endpoint. Be sure to whitelist as needed.
Call the Refund Transactions API with
transactionId
refundReason=Ethoca
externalRefund=1
(if refund has already been given at the gateway)fullRefund=1
loginId = API user username
password = API user password
Reporting
Refund Details Report
If the steps above are followed properly, the Refund Details Report will display the Ethoca transactions. Some transactions will be displayed as External (Externally Refunded).
You will see Ethoca in the Refund Reason column.

Transaction Summary Report
Additionally, the Ethoca Fee is calculated as an expense on your Transaction Summary Report.

Hover over the Expenses value to see the breakdown.

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