Introduction
The tokenization feature on your Point of Sale (POS) system allows you to efficiently process refunds for tickets using stored payment information. This step-by-step guide will walk you through the process of refunding a ticket via the Batch History feature. Whether you’re reversing a full transaction or issuing a partial refund, these instructions will ensure a smooth experience. Please follow the steps carefully to complete the refund successfully.
To process a refund using the tokenization feature, follow these simple steps:
1. Access Batch History
From the POS home screen, navigate to Page 2 and select Batch History. This section stores all past transactions for easy reference.
2. Search for the Ticket
- Enter the ticket number in the provided field.
- Choose the appropriate time frame for when the ticket was created.
- Press Search Selected Date to locate the transaction. The ticket details will display once found.
3. Open the Menu Options
Locate the Batch # in the list and tap the menu icon (three horizontal lines) next to it. This will open additional options for the selected Batch #.
4. Access the Transaction Details
On the Batch Detail screen, tap the menu icon (three horizontal lines) again to proceed to the sales or refund setup.
5. Enter Information
Fill in the required fields:
- Description: Type a note in the description field, like “Customer Tip – Ticket #123” or “Service Fee Added.” This explains what you’re adding.
- Amount: Tap the amount field and enter the value (e.g., $5.00 for a tip) using the on-screen keyboard. Double-check for accuracy.
Optional Fees:
- To remove a fee you don’t want, tap Remove a Custom Fee next to it, and it will be deleted.
6. Submit the Sale
- Once everything is correct, tap the Sales button
7. Verify the Sale
- The POS will process the sale (this may take a moment if it’s tokenized and linked to a payment system).
- If successful, an APPROVED screen will show the updated transaction details.
Processing a Refund (Full or Partial)
1. Access the Transaction Details
Tap the menu icon (three horizontal lines) again to enter the refund setup screen.
2. Enter Refund Information
- Description: Add a short note in the description field, like “Customer Refund – Ticket #123” or “Partial Refund – Error.” This helps track the refund reason.
- Amount:
- For a full refund: Select Refund Full Amount (if available), and the system will auto-fill the original transaction total.
- For a partial refund: Tap the amount field and type the amount to refund (e.g., $10.00 out of $50.00). Verify the number.
Refund Full Amount
Partial Refund
Additional Notes
- Tokenization: This feature securely processes payments/refunds by linking to the original transaction data. Ensure your POS is online for it to work.
- Sale vs. Refund:
- Use Sale for adding charges (like tips).
- Use Refund for returning money (full or partial).
- Limits: The refund amount can’t exceed the original transaction total.
- Records: After processing, always review the Batch Manager to confirm the sale or refund is logged correctly.
We can also follow similar steps on QOrder to process a sale or refund
Refund Full Amount
Partial Refund
