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Processing Follow-On Refunds

Most refunds occur within the 60-day period following the original transaction date. A follow-on refund is a return of funds to the customer account that is linked to a transaction that occurred within the past 60 days. If a refund is processed for a transaction that is older than 60 days, it must be processed as a standalone refund.
The payment card is not required to be present for follow-on refunds because the information required to complete the refund is located in the transaction record. Recent transaction records (60 days or less) are available in the transaction history on the payment terminal. Only a manager and the user that originally processed the transaction can access the transaction history to retrieve the card information for a transaction. A user can process refunds only when the
Refund
 option to authorize refunds is selected in their user account.
  1. To refund a payment, tap the burger icon in the upper-left corner of the New Sale screen and tap
    View all transactions
    .

    ADDITIONAL INFORMATION

  2. Scroll through the list of transactions for the date and time that the transaction occurred and tap the transaction. Transactions are color-coded and listed in chronological order starting with the most recent. Transaction amounts in green are sales, amounts in red are transactions that were declined or canceled, and amounts in blue are refunded transactions.

    ADDITIONAL INFORMATION

  3. On the transaction’s Summary screen, tap
    Refund Transaction
    .

    ADDITIONAL INFORMATION

  4. Confirm the refund transaction by tapping
    Refund
    .

    Step Result

    After the refund is processed and approved, you can print a receipt. Any refunds for a DCC transaction indicate the converted amount and the conversion rate used during the transaction.