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)

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

• 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.

• Adjustments screen displays the check and credit card information.

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

• 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.

• 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.

• Completed.