Credit Card Refund (WinApp)

Summary

Checks paid with a credit card payment and finalized can be reopened and refunded.

Workflow

• Go to Check Search on Location Menu.

• Search for and reopen the closed check you wish to refund - Reopen a closed check (Win App)

Open

• Verify check number and amount to be refunded to credit card.

Open

• Tap Adjustments at bottom of the check panel or click the edit (pencil) icon to display the flyout menu and tap Adjustments to adjust check.

Open

• Adjustments screen displays the check and credit card information.

Open

• VerifyRefund is selected.

• Under Applied Payments, select the credit card information to be refunded.

Open

• In the check panel at left, verify the credit card refund under the Payments section.

• In the center panel, verify the Pending amount payment information to be refunded.

• Tap Apply payment once all refund payment data has been verified.

Open

• Check panel at left displays negative amounts for the refund and shows the last four digits of the credit card the refund is applied to. 

• Payments section displays refund amount applied to credit card.

• Tap Finalize to complete transaction and close check.

Open

• Completed.