To process a refund in the POS system, follow these detailed steps:
1. Locate the Original Transaction
- To find the original payment, search for the invoice ID or the last 4 digits of the customer’s credit card number in the POS system.
2. Confirm the Payment
- After finding the correct transaction, review and verify the payment details to ensure they match the original sale.
3. Select the Refund Option
- Once confirmed, click the ‘B Return’ option to initiate the refund process.
4. Enter the Refund Amount
- Input the refund amount without taxes. The system will automatically calculate the amount to refund, showing a deduction (e.g., – $20) based on your system settings or any chargeback rules.
5. Process the Refund
- Click ‘Pay’ to proceed with the refund. Select ‘Card Payment’ as the payment method for the refund.
6. Complete the Refund
- Ask the customer to tap their credit card on the terminal to complete the refund. The amount will be credited back to their original payment method.
7. Issue a Refund Receipt
- After the refund is processed, print or email a receipt to the customer. Be sure to update your records in the system.
