Reimbursing a Sale

There are two types of reimbursements available:

• Void

• Refund

The transaction you choose depends on when the original sale was processed.

Voiding a transaction provides a refund on a sales transaction that is still in the current batch of transactions (the terminal has not yet performed a settlement). Typically, a void transaction occurs the same day as the original sale; if the original purchase used a credit card, the customer does not need to present their card, only their copy of the transaction receipt.

If the original purchase used a debit card, the client needs to present their debit card in addition to their copy of the transaction receipt. When you void a credit card transaction, the customer does not see the original sale or the reimbursement on their statement; when you void a debit card transaction, the original sale and the reimbursement appear as two transactions on the statement.

Refunding a transaction occurs when the original sales transaction is part of a previously settled batch (the original transaction occurred one or more days prior to the reimbursement). A refund transaction requires that the client present their card and transaction receipt. after you refund a transaction, the customer will see the original sale and the refund as two separate lines on their statement.

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Void

To void a sale:

1. From the main screen, touch Settings.

1. Enter the merchant password and touch Confirm.

2. In the Transaction management section, touch Transaction History.

1. Scroll to or search for the desired transaction to void.

NOTE: Because all of a merchant's transactions processed on all terminals are saved immediately to the server, the list of transactions may be quite long. For more information on searching for a transaction, refer to the Search for a Transaction procedure.

1. Touch the desired transaction to display the details.

2. Touch Void.

1. If prompted, enter the requested password (admin or merchant) and then touch Confirm.

2. After voiding the sale, the terminal prints the merchant copy of the transaction receipt. To print the customer copy, touch Print receipt or touch No receipt if no customer copy is requested.

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Refund

IMPORTANT! Currently, refunds are issued without referencing the original transaction; this is known as a "naked refund". In an effort to prevent possible fraudulent refund claims, you should request the original transaction receipt from the customer before issuing a refund.

While this is not a required step, until the refund process includes a reference to the original transaction, ensuring that the refund is based on a previous transaction is your best method to prevent the abuse of "naked refunds"

To refund a sale:

1. Take the original transaction receipt from the customer.

2. Touch the Operations menu and touch Refund.

The Transactions screen appears.

1. Scroll to or search for the desired transaction to refund.

NOTE: Because all of a merchant's transactions processed on all terminals are saved immediately to the server, the list of transactions may be quite long. For more information on searching for a transaction, refer to the Search for a Transaction procedure.

1. Touch the desired transaction to display the details.

2. Touch Refund.

1. If prompted, the Merchant or Admin password (according to the selected password configuration) and touch Confirm.

2. Use the number pad to enter the amount to refund and touch Confirm; you can enter either the full or a partial amount of the original transaction.

1. Hand the terminal to the customer or ask them to present the card used for the original transaction to tap, insert, or swipe their payment card.

2. Take the terminal back from the customer.

3. After authorizing the refund, the terminal prints the merchant copy of the transaction receipt. To print the customer copy, touch Print receipt or touch No receipt if no customer copy is requested.

4. Return the original transaction receipt to the customer.