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How do I perform a linked refund?

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Linked refunds allow the merchant to refund an amount in full or partial by linking the refund transaction to an original sale transaction without the customer having to physically insert their card into the terminal.

 

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This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.

Not supported

This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.

Not supported

This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.

Not supported

This functionality is not supported on your device. You can use the drop-down above to review instructions for other supported devices.

Prerequisites:

  • The merchant must have the following information to process a refund. You can find all the information on the original receipt:
    • The terminal ID
    • The receipt number
    • The original transaction value
  • If refund amount entered is greater than the total transaction value or if the Terminal ID or receipt number are entered incorrectly then the refund will be declined.

Example receipt with following items labelled: Terminal ID ("TID"), then receipt number (shown as "Receipt") and the total.

 

  1. Tap the Menu icon   icon on screen.

    Main screen. At the bottom of the screen are Quick Pay, Menu, Quick Menu icons. The Menu icon is circled for emphasis.

  2. Tap "Linked Refund".

    POS menu is shown with item "Linked Refund" highlighted.

  3. Enter the amount to be refunded and tap the   icon on screen.

    Screen where the user is prompted to enter the refund amount. They select X to cancel or the check icon to continue.

      The amount should be equal to or less than original transaction value.
    Press the button on the keypad to abort the transaction at any time.

  4. Enter value of the Terminal ID (TID) used to process the original sale (this can be found on the receipt) and select the   or the green button on the keypad to proceed.

    Screen where the user is prompted to enter the TID. They select X to cancel or the check icon to continue.
      If the TID displayed on the screen does not match the TID on the receipt, use the yellow button on the keypad to clear, then use the numeric keys to enter the value displayed on the receipt.

  5. Enter value of the Ticket number, which can also be found on the receipt of the original purchase (this is shown next to "Receipt:", as shown on the example receipt above) and select the   or the green button on the keypad to proceed.

    Screen where the user is prompted to enter the Ticket number. They select X to cancel or the check icon to continue.

      You must include all digits from the receipt, including any preceding zeroes, e.g. If receipt is "000207", the full value must be entered, including the zeroes, otherwise the refund will be declined.

  6. The refund is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records. Tap "OK" on screen to print the additional receipt for the customer (dependent on your receipt settings).

    Screen that is shown following refund approval. Text reads "Refund", "Approved", "Approved or completed successfully".

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Michael Buckley