🟢 Audience: Training
Quick Summary:
“Refunds return funds to the cardholder after a batch has closed; locate the transaction, select Refund, and confirm.”
Steps:
Access Transactions:
From the home screen, select Transactions or Reports.
Locate the Transaction:
Search by card number (last 4 digits) or transaction amount.
Select Transaction:
Highlight the correct record.
Initiate Refund:
Tap Refund.
Confirm the refund amount (adjust if partial refund is needed).
Confirm:
Select Yes to authorize the refund.
Print Receipt:
A refund confirmation receipt will print automatically.
📝 Notes:
Refunds are used for settled transactions (after the daily batch closes).
Funds typically return to the cardholder within 1–3 business days.
Clerks can also issue a refund check as an alternative.
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