Overview
For whatever reason, a customer may request/require money to be returned to their card. This can be accomplished through the integration, with either a void, or a refund (either referenced or unreferenced/blind).
Requirements
The integration is capable of processing all three types of return transactions - voids, referenced refunds, and unreferenced/blind refunds. If you're unsure of which operation you'd like to complete, review the table below:
Step-by-step guide
If a transaction is in-progress (i.e. has not been saved), you can void the credit card transaction by removing it from the sale (click Credit, then Remove next to the applicable transaction), or by cancelling the sale altogether.
1. Open QuickBooks Point of Sale.
Open up QuickBooks Point of Sale, and sign in as a user with permissions to reverse sales receipts.
2. Open the Sales History screen to the applicable sales receipt.
This can be done via a variety of methods:
- Click on the Sales History button, and find the applicable receipt.
- Scan the barcode at the top of the paper receipt.
- In the Search or Quick Find box, key in the receipt number, and press Enter.
While the Customer List will tell you the receipt number of a customer's previous transaction, it will not allow us to void the transaction from that screen. You can, however, make note of the receipt number, and key it in to the Quick Find field mentioned above.
This is a limitation of QuickBooks Point of Sale.
3. Reverse the sales receipt.
Click the Reversebutton on the left-hand side. If prompted, choose the applicable cashier, and click OK. This will void the transaction on the gateway.
When finished, a dialog box should appear, confirming that the payment tender was reversed.
If you attempt to reverse a sales receipt from a previous day, the transaction will be processed as a refund instead. Be sure to follow the refund workflow (above) for transactions not occurring that day.
1. Open QuickBooks Point of Sale.
Open up QuickBooks Point of Sale, and sign in as a user with permissions to accept returns.
2. Open the Sales History screen to the applicable sales receipt.
This can be done via a variety of methods:
- Click on the Sales History button, and find the applicable receipt.
- Scan the barcode at the top of the paper receipt.
- Key in the receipt number in to the Search or Quick Find box, and press Enter.
- (if available) Click the Accept Return button on the left-hand side, and key in the receipt number.
While the Customer List will tell you the receipt number of a customer's previous transaction, it will not allow us to refund the transaction from that screen. You can, however, make note of the receipt number, and key it in to the Quick Find field mentioned above.
This is a limitation of QuickBooks Point of Sale.
3. Process a return on the sales receipt.
Click the Accept Return button on the left-hand side, and select which items from the receipt you'd like to return. Then, click OK.
Add/remove any items as needed on the new return receipt. Then, click the Credit button below, followed by the brand of card the refund will be processed.
4. Select card information.
You will be asked to return funds to the initial card (if available on your merchant account), or to swipe/key in a new card. When finished, click OK.
If the Point of Sale is unable to return funds to the initial card automatically (i.e. without needing the initial card), you will be asked to collect the initial card from the customer.
If manually-keying card information, AVS information is not collected, as these are not verified on refund transactions.
If unreferenced/blind refunds are not enabled on your merchant account, the refund will be declined every time. Please consult with your merchant services provider to ensure your merchant account is configured for blind refunds.
1. Open QuickBooks Point of Sale.
Open up QuickBooks Point of Sale, and sign in as a user with permissions to accept returns.
2. Open the Make a Sale screen.
From the Home screen, click the Make a Sale button. This will take you to the Sales Receipt screen.
3. Ring up returned item(s).
Ring up your items as normal, and select the Return Item option on the specific line items being returned.
4. Process payment for the receipt.
Click the Credit button, followed by the brand of card you'll be crediting funds towards. Then, swipe the customer's card and/or key in the customer's card information.
If manually-keying card information, AVS information is not collected, as these are not verified on refund transactions.
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