How do I refund a POS sale?

For a POS product

  1. Reports, Financials, Financial Transactions
  2. Use Custom query options to locate the transaction
  3. Click Return
  4. Choose payment method Credit Card Saved (or Swipe)
  5. click Submit
  6. Refund will Process

If it fails...

1. was the card the same as the one used in the purchase, use the correct one

2. if client have you filled out the specified paperwork to allow refunds (search KB for for instructions)

3. neither of the above, process again, but in step 5, click bypass gateway, then click submit - refund will NOT process except within shape.  Login to your gateway,, or other to process a refund.

To refund a payment for a membership or a service search KB on keyword Reverse

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