A refund credits a customer's account.
1. From the Main menu, tap Transactions, then tap Refund.
§ Respond to any security prompts that appear .
The "Please enter the refund amount" prompt appears.
2. Key in the amount of the refund and tap OK.
§ Respond to any merchant prompts that appear. The terminal may ask for an invoice number and other information.
The terminal prompts you to "Enter the authorization number of the transaction that is to be refunded".
3. Key in the 6-digit authorization number found on the Purchase receipt, and tap OK.
§ If you do not have the receipt or the authorization number, simply tap OK to continue without entering a value.
4. Pass the terminal to your customer so they can respond to the customer prompts.
The "Tap, insert or swipe" prompt appears, showing the total refund and the cards you accept.
5. The customer enters their card on the terminal. Depending on the type of card, they can tap, insert, or swipe it.
§ The customer responds to any customer prompts.
The "Processing your request" message appears.
Note: If the customer is using a UnionPay card and the terminal displays an error message (saying that the card or expiry date is invalid), perform an assisted UnionPay Refund.
6. Once the transaction is approved, the "How would you like your receipt?" prompt appears, showing the customer the available options for receiving a receipt: 1 Email, 2 Text, 3 Print, and 4 None.
7. The customer selects a receipt format (or no receipt) by tapping one of the options on screen or by pressing the corresponding number on the keypad.
The "Transaction Complete/Please pass terminal back to clerk" prompt appears.
8. The customer passes the terminal back to you. If needed, press the green key to continue.
9. When "Transaction Approved" appears, tap OK.
10. Process any printed receipts.
§ if the customer selected Email...
§ if the customer selected Text...
§ if the customer selected Print...
§ if the customer selected None...
Note: A customer signature is always required for UnionPay transactions; therefore, the merchant copy of the receipt is always printed for UnionPay cards. Ask the customer to sign the merchant copy of the receipt.
General guidelines for performing transactions