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Payments App v09 Return

October 7, 2024

Description

How to refund (return/credit) a transaction in Payments app version 1.01.09

What's in this article?

You can return (credit or refund) a transaction using the customer's card. If possible, use the card to process the return; however, if needed, you can manually key the card information for the refund. 

WARNING!
Credit refunds should never be completed by providing cash back to the cardholder. 

To refund/credit/return a transaction
  1. Open the Payments app.

    Main screen app icons
  2. In the Payment tab, tap Return.

    Payment Tab return option
  3. Enter your Operator Password.

    Enter Operator Password field
  4. If Sub Trans Types screen displays, tap to select how to process the return:

    Sub Trans Types
    • By Card Number to process the return back to a card without linking it to a transaction.
    • By RefNo., to refund the credit to the card that was used for the original  transaction. 
  5. Enter the return amount, then tap Confirm.
  6. If you selected to link the return to an existing transaction by Reference Number, enter the HREF# of the transaction. The reference number is the HREF# on the receipt. It is found if you use Transaction History to view transactions 
  7. Swipe, insert, or tap the credit card. If it is a debit card, the terminal will prompt for a PIN. The terminal will then process the return and print a receipt.
  8. If you need a receipt for the customer, tear off the merchant copy of the receipt and then tap OK to print another copy. Otherwise, tear off the receipt and tap Cancel.
To manually key a return
  1. Open the Payments app on your terminal.

    Main screen app icons
  2. In the Payments tab, tap Return.

    Payment Tab return option
  3. Enter your Operator Password.

    Enter Operator Password field
  4. If prompted for Sub Trans Types, select By Card Number.

    Sub Trans Types: By Card Number highlighted
  5. Enter the return amount and tap Confirm.
  6. In the Please Enter Account field, key in the credit card number. 
  7. Enter the expiration date of the card.
  8. Enter the address and/or ZIP code using the keypad and then tap Confirm.
  9. Enter the CVV/CVC number and tap Confirm.

    NOTE: To bypass, tap Confirm without entering, then tap a reason for bypassing. 

  10. If you need a receipt for the customer, tear off the merchant copy of the receipt and then tap OK to print another copy. Otherwise, tear off the receipt and tap Cancel.
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