How to refund and cancel transactions

How to refund and cancel transactions

The payment app on your card machine offers a complete overview of transactions, and the option to refund your customers directly from the card terminal.

If your customers wish to return goods or services and they paid by card, you can refund their money in the card machine app. The overview of all past transactions can be found in the app under Transactions.

How to refund
1. From the app’s main window, select the ≡ Menu button in the top left corner.
2. Select Transactions and refunds.
3. Scroll or use the card/search/filter to browse the transaction you'd like to refund.
4. When you find the transaction you’d like to refund, click on it.
5. Select Issue refund.
6. Input your four-digit security PIN.
7. A window will open, prompting you to select Full refund, or insert the amount to be refunded.

Note – the amount can be full or partial, depending on the goods or services your customer is returning. The amount cannot be exceed the value of the original transaction.

8. Select Next.
9. In the overview screen, review the amount and select Confirm. This is also the last opportunity you have to Cancel the refunds.

Note – the card doesn’t have to be physically present in order to process refunds. The funds will be automatically refunded to the card that was used in the original transaction. This will allow you to return funds to customers, without them needing to be present (e.g. over the phone).

10. The confirmation screen will display the result Refund approved or Payment void, which indicates the funds have been successfully returned to your customer.
11. If you wish to print the receipt for the customer, select Customer receipt.
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