Refunding payments

Refund Payment

I. Purpose

This feature allows managers to refund or void a transaction when requested by a customer.

II. Watch the Instruction Video

Download the instruction video here.

III. Detailed Instruction Steps

1. On the Transactions screen, select the transaction that needs to be refunded.

2. Click the More options icon and select Refund payment.

3. Enter the refund reason, then select Yes, Refund it.

Refund Scenarios (When the shift has NOT been closed)

After selecting Refund payment, the system handles the transaction in one of the following ways:

Case 1: Transaction has NOT been sent to the bank

The system will display two options: Void and Refund.

• Void
  The system sends a command to the PAX terminal to cancel the transaction.
  → The customer’s card will not be charged.

• Refund
  The system will display available payment methods to refund the amount to the customer.

Case 2: Transaction HAS been sent to the bank

The system will proceed directly to the Refund payment method selection screen.

• The cashier selects the appropriate payment method to refund the customer.

Transaction Record Update

4. On the Transactions list screen, the system will create an additional transaction line with the status Refund, offsetting the original transaction.

Invoice Update Note

For invoices that contain Voided or Refunded payments, the cashier must update the invoice accordingly.

👉 Refer to the detailed guide here for invoice updates.