How do I issue a refund in CardPointe, Both a full refund and a partial refund?

A refund returns all or part of a previous sale to the cardholder.

If you need to reverse a transaction that was processed during the current batch, you must issue a Void instead of a refund. A void cancels the transaction as if it never occurred, and only the authorization attempt will appear in the cardholder's records.

If your business uses multiple locations with different Merchant IDs (MIDs), you may need the original Merchant ID to process a refund.

For example:

• A customer makes a purchase at Location A using Merchant ID 1234.
• The customer returns the item at Location B, which uses Merchant ID 5678.
• To complete the refund, Location B may need the original Merchant ID (1234) used for the purchase.

The original Merchant ID is often included on the customer's receipt.

To help process refunds, consider:

• Asking customers to provide their receipt.
• Looking up the original transaction to identify the Merchant ID.
• Updating your refund procedures to ensure refunds are processed using the correct Merchant ID.

Your specific refund process may vary depending on how your payment system and business workflows are configured.

To process a refund, complete the following steps:

1. Press 2 for Return.
2. Press 1 for Credit.
3. Enter the refund amount and press Enter.
4. Swipe, insert, tap, or manually enter the customer's card information.
5. To print a customer receipt, press 2 when prompted.

A void cancels a transaction before it has been settled.

To void a transaction, complete the following steps:

1. Press 3 for Void.
2. Press 1 to select No for Void Pre-Auth.
3. Press 5 to search by card number, or select another available search option.
4. Enter the last four digits of the card number and press Enter, or swipe the card.
5. Press 2 to confirm the void.
6. To print a customer receipt, press 2 when prompted.