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How do I cancel a POS transaction?

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This article explains how to cancel a POS transaction.

 
  Only Admin users can perform this action.

 

  1. From the navigation bar found along the bottom of the screen, select "Receipts".

  2. Use the interface to find the transaction for which you wish to cancel and tap to open.

      Transactions are displayed in a list starting with the most recent at the top. You can tap the options found along the top of the screen to filter transactions by different types (e.g. "Approved" or "Declined").

  3. Once you have selected the transaction, you will be shown the screen below. Now tap "Cancel transaction".

      The "Cancel transaction" button is only shown when the payment is pending settlement and is used to cancel the payment. Otherwise the "Refund" button is shown.

  4. You'll be prompted to enter your admin username and password to proceed. Once you have entered your details, tap "Confirm" to proceed.

  5. If successful, confirmation will be displayed onscreen as shown below. Customers can scan the QR code with their own smartphone to view the receipt or alternatively tap "Send the receipt by email" and enter their email address. Learn more about receipts.

  Only Admin users can perform this action.

 

  1. From the navigation bar found along the bottom of the screen, select "Receipts".

  2. Use the interface to find the transaction for which you wish to cancel and tap to open.

      Transactions are displayed in a list starting with the most recent at the top.

  3. Once you have selected the transaction, you will be shown the screen below. Now tap "Refund".

      The customer must present their card to authorise the refund.

  4. You'll be prompted to enter your admin username and password to proceed. Once you have entered your details, tap "Confirm" to proceed.

  5. You'll then prompted to enter the refund amount using the on-screen number pad. You can also select "Add reference" to add a reference to this refund transaction. When you are ready to proceed, tap "Confirm refund".

      The refund amount must be less than or equal to the amount originally paid by the customer. This amount is shown near the top of the screen.

  6. The customer will now need to authorise the refund transaction by presenting their card. Instruct the customer to tap their card on the device.

  7. If successful, confirmation will be displayed onscreen as shown below. Customers can scan the QR code with their own smartphone to view the receipt or alternatively tap "Send receipt by email" and enter their email address. Learn more about receipts.

  If a transaction reversal is required, this must be completed within 5 minutes of the original transaction.

  1. Tap    Supervisor on the main screen.

    Main screen. Trust Payments logo is at the top, then a "Sale" button. More links are below, including "Supervisor" (circled).

  2. Tap "Select Reversal".

    Transaction Menu. User can select from the options presented. To perform a reversal, the user selects "Select Reversal".

  3. Enter the manager passcode and tap the   icon on screen.

    Screen where the user enters the manager passcode. They select X to cancel or the check icon to continue.

  4. From the recent transactions displayed, tap the transaction to be cancelled.

    User selects from a list of recent transactions to reverse. For each option, the amount and card number (masked) is shown.

  5. You will be displayed details of the transaction to be cancelled.
    To proceed, confirm by tapping the   icon. Otherwise, tap   to go back.

    Screen showing summary of the reversal: Amount and card number (masked). Select X to cancel or the check icon to continue.

  6. The cancellation is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records.

    Screen showing the reversal was approved, followed by auth code and amount. Select "Continue" to return to the main screen.

  The actions above can only be performed immediately after the original sale. If any subsequent transaction or report has been processed or a reboot has occurred, the reversal process will decline.

  1. Tap the   Quick Menu icon on screen.

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

  2. Tap "RevLstTn".

    The Quick Menu showing options RevLstTn (circled), Reprint, Refund, Handshake, Admin, Network, Settings and Version.

  3. Enter the manager password and tap the   icon on screen.

    Screen where the user enters the manager password. They select X to cancel or the check icon to continue.

  4. Enter the ticket number found on the transaction receipt and tap the   icon on screen.

    Screen where the user enters the ticket number. They select X to cancel or the check icon to continue.

  5. Enter the sale amount that was authorised.
    e.g. If the transaction was for 2,50€, enter "2.50" using the keypad.

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

  6. The cancellation is processed. If successful, a confirmation message is displayed on screen and a receipt is printed for your records.

    Screen that is shown following sale reversal. The text reads "Cancelled".

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Michael Buckley