Refund
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Refund

A refund credits a customer's account. You can refund the whole amount of a purchase transaction or a portion of the amount. Refunds are processed through the Reports screen.

  1. Tap the Main menu  icon, then tap Reports. 

 
  1. Look under “Latest transactions” and tap the transaction you want to refund.

You can also tap Scan to scan the QR code from a receipt, or tap Search to look for the transaction to be refunded. For instructions, refer to Methods of finding a transaction.

 
  1. The transaction details appear.
  • Verify this is the right transaction, then tap Refund.
  • Otherwise, tap the Back  <   icon in the title bar to go back to the previous screen. 
  1. The Refund screen appears, showing the full amount of the original purchase transaction.

To perform a partial refund, tap the Delete <  key to delete the full amount, then enter the amount you want to refund. Otherwise, continue at step 5. 

  1. Tap the OK ◯ key to continue.
  • If the original purchase was processed using a credit card, skip to step 9.
  • If the original purchase was processed using a debit card or UnionPay card, continue to step 6.

 
  1. As indicated on-screen, pass the terminal to the customer so they can enter their card and respond to any customer prompts.
  1. The refund total screen appears, prompting the customer to “Tap, insert, or swipe.”
  2. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it. For more information, refer to card entry options.
  1. The “Processing, please wait” message appears.

If the customer inserted a chip card, the message “Do not remove your card” also appears.

 
  1. Once the refund is approved, the “How would you like your receipt?” prompt appears, showing the customer the available options for receiving a receipt: Print, Text, Email, and No Receipt.

Note:      You can choose which receipt options customers will see. Refer to Receipt settings.

  1. The customer selects a receipt format (or no receipt) by tapping one of the options on screen.

If the customer chooses Text or Email, they are prompted to enter the appropriate information (cellular phone number, email address)
  1. If the customer chose to receive a paper receipt:
    1. The application prints the receipt.
    2. The customer tears off the receipt.
  1. The “Transaction Complete” prompt appears.
    1. The customer passes the terminal back to you. 
    2. Tap OK to return to the default (Sale) screen.
  1. If you enabled merchant receipt printing, the application prints the merchant copy of the receipt.

Store the receipt for your records.
  1. The default screen (Sale) appears.

The application is ready to process your next transaction.