How do I refund a sale?

A refund returns all or part of the transaction value to the customer. You can refund a sale only when the transaction is part of a closed batch. When you refund a sale, the value of the transaction leaves your account the next time you close the current batch.

To refund a sale:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

1. On the toolbar, click History.
2. Search for the transaction you want to refund.
3. Click the transaction to display the detailed view.
4. Click Refund.
   
5. Check the Refund Amount is correct. If it is incorrect, type the correct refund amount.
6. Click Refund. The Payments Portal confirms the refund was successful.

Voiding a refund

If you accidentally return funds to a customer using a refund, you can cancel the transaction using a void. You can void a refund using the refund-approval screen, or by using the History page.

Voiding a refund using the refund-approval screen

To void a refund using the refund-approval screen:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

1. On the refund approval-screen, click Void Refund.
2. On the Transaction Information screen, click Void Refund. The Payments Portal confirms you voided the refund.

Voiding a refund using the History page

To void a refund using the History page:

Option 1. Complete the steps in the following video:

Tags: cancel sale, return, void refund, payments portal, history, virtual terminal, cancel refund