To Refund Transactions, you can locate the transaction by the last 4 digits of the Credit Card, Last Name, or Order ID from the receipt.
To access Transactions on iPad:
- Tap on the Menu button in the upper left corner
- Tap on the Transactions button from the menu
The Transactions page will load a list of all transactions processed on the device you are using. This transaction list is device specific. To locate transactions that were processed on different devices, use the search bar at the top of the screen.
Locate the transaction:
- You can search for a transaction by the last 4 digits on the Interac Card or Order ID from the Customer's receipt using the search bar at the top of the screen
- Tap Search to load search results
- Tap Clear to clear the active search
- Select a transaction from the list to view its details
Apple/Google Pay:
- Apple and Google Pay transactions cannot be located using the last 4 digits of a credit card. To issue Receipts or Refunds for Apple/Google Pay orders, search Transactions by the customer’s Device Account Number or Virtual Account Number
- For Apple Pay: This number can be located in the customer’s digital wallet. Accessing the Apple Wallet app, then select the appropriate Credit Card, then tap the 3 dots (•••) in the upper right, then select Card Number to view the Apple Pay device account number
- For Google Pay: Locate the Virtual Account Number. Open the Google Wallet app. At the top of the screen, select the payment card used for the purchase (or swipe left, then select the card). At the bottom, tap Details Virtual account number
- Confirm that the transaction is correct. The transaction details are listed on the right side of the screen
- Tap on Refund
- You can also issue a receipt from this screen by tapping on Receipt
Process the refund:
- You can select specific items from a transaction to refund by selecting them
- Tap Refund to continue
- You’ll see a confirmation screen that the refund has been processed
- Tap Done, or if the customer requests a receipt, tap Receipt and enter the customer details
- When you tap Done, you'll be taken back to your Transactions list where you'll notice a red refund indicator next to the line items refunded
Return to the Register screen:
- To continue selling, return to the Register screen
- Tap the Menu button in the upper left and then tap Register from the menu
Comments
0 comments
Article is closed for comments.