Processing a Credit Card Refund

Once you have found the original sale to return, and selected the products that the customer is returning/exchanging, you need to complete the return by processing payment to a credit card. Credit card refunds are processed differently depending on whether you are an integrated or a non-integrated merchant.

NOTE: You do not need to complete a refund with the same payment method that was used in the original sale. However, if the original sale was processed as a split tender payment, you have to process the refund using a single tender type.

Integrated Credit Card Refund

If PAYD Pro PlusTM is integrated with the Moneris® payment processing system, you will be processing integrated credit card refunds.

NOTE: The card type is determined by the processing response received by PAYD Pro Plus from the host. If you select a credit card for refund and a debit card is swiped, the transaction is processed as a debit transaction and recorded as such on receipts and reports.

To process a refund on a credit card:

In the POS view, find the original sale you wish to return.
In the Select product(s) for return or exchange popup, select the items the customer is returning. If applicable, add items the customer is taking in exchange.
The POS view reappears and the items selected for return appear on the bill with a negative amount due.
On the Transactions buttons panel, click Credit.
In the Credit card Refund popup, confirm the amount being refunded, then click the Swipe button.
Do one of the following:

If the PINpad is chip-enabled and the card is a chip card, insert the card in the PINpad's chip card reader, OR
Swipe the card on the PINpad's magnetic stripe reader.

If you experience problems, click the button again and swipe/re-swipe the card.
If is still unsuccessful, click the Manual button, manually enter the credit card number and expiry date, and click OK.
Complete the transaction as prompted.

The Credit Card Refund Transaction popup closes, the cash drawer opens and the refund receipts print. The POS view is switched back to regular mode with default settings.

NOTE: Your system may behave differently depending on how receipt options were configured.

If the credit card refund transaction is declined or otherwise fails:

If the credit card refund transaction is declined, a Declined message appears on the Credit Card Refund Transaction popup and a Declined receipt prints.

Attempt to process the transaction again in case of input error.
If unsuccessful, click the Cancel button at the bottom of the popup to cancel the transaction.

The Credit Card Refund Transaction popup closes and you are returned to the POS view with the return still in progress.

Attempt to process the refund again with a different card or payment type.
If still unsuccessful, cancel the entire return and process an independent refund.

NOTE: If you successfully complete the return, it is assigned a Completed status and the declined or failed transaction is saved as part of the sale's transaction information. If you choose to cancel the return, it is terminated but is saved on your system as a Cancelled return. (See Viewing Transaction Details.)

Non-Integrated Credit Card Refund

If your PAYD Pro Plus system is not integrated with the Moneris payment processing solution, you will need to process credit card refund transactions separately on your non-integrated terminal in addition to processing them on PAYD Pro Plus.

To process a non-integrated refund on a credit card:

On the Return Mode Transactions button panel, click Credit.

The Credit Card Refund Transaction popup appears.

Process the transaction on your terminal as you would normally, making a note of the Auth ID.
In the Credit Card Refund Transaction popup, select the appropriate card type button: Visa, MC, Amex, Other.

Enter the Auth ID and click OK.

The cash drawer opens, the refund receipts print and the popup closes. The POS view is switched back to regular mode with default settings.