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.
Note: If you do not have an option to refund a sale on the Payments Portal, the sale is part of an open batch and you must
perform a void. You can refund a transaction from the History page.
To refund a sale:
Option 1. Complete the steps in the following video:
Option 2. Complete the following steps:
- On the toolbar, click History.
- Search for the transaction you want to refund.
- Click the transaction to display the detailed view.
- Click Refund.
- Check the Refund Amount is correct. If it is incorrect, type the correct refund amount.
- Click Refund. The Payments Portal confirms the refund was successful.
Voiding a refund
Note: You can only void a refund that is part of an open batch.
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:
- On the refund approval-screen, click Void Refund.
- 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:
Complete the following steps:
- On the toolbar, click History.
- Click on the refunded transaction you want to void.
- Click Void Refund.
- Click Void Refund. The Payments Portal confirms you have voided your refund.
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Tags: virtual terminal, cancel refund, cancel sale, return, void refund, payments portal, history