For tickets processed and paid via the handheld device, follow these steps to perform a partial refund or a full refund:
I. For transactions that have not yet been settled
1/ Access Batch Settlement: On the handheld device’s main screen, tap on Batch Settlement.
2/ Locate the Ticket: Enter the ticket number to search for the specific ticket requiring a refund. Once found, select the ticket.
3/ Navigate to Sale/Refund Tab: Tap on the Sale/Refund tab to proceed.
4/ Configure Refund Details: On the Sale/Refund screen:
- Description: Enter a description, e.g., “Refund”.
- Amount: Input the amount for a partial refund. Note: To refund the full ticket amount, skip this step and directly tap the Refund Full Amount button.
- Add Custom Fee: Use this option to include any additional fees.
- Remove Custom Fee: Use this option to remove any custom fees.
Initiate Refund: Tap the Refund button to start the partial refund process.
5/ Confirm Refund: A warning screen will appear. Confirm the action by tapping Yes.
6/ Completion: Once the process is complete, an Approved screen will display, indicating the refund was successful.
7/ Verification: To verify the refund, return to the main screen, tap on Batch Settlement, and check if the refunded ticket is listed.
II. For transactions that have already been settled
1/ Access Batch History:
From the main screen, tap on the Batch History button. This will take you to the Batch History screen where you can view all settled batches.
2/ Search for the Settled Batch:
On the Batch History screen, select the time period during which the transaction was settled and tap Search. This will display the batches settled during that time. Tap on the relevant batch to proceed.
Note: If you are unsure which batch contains the transaction, you may need to check each batch individually.
3/ Locate the Transaction:
Once you are on the Batch Detail screen, tap on the search bar and enter one of the following details to find the specific transaction:
Ticket #
- Transaction#
- Amount
- Last 4 digits of the credit card used in the transaction
4/ View Transaction Details:
The transaction will appear in the search results. Tap on it to view the full details.
5/ Navigate to Sale/Refund Tab: Tap on the Sale/Refund tab to proceed.
6/ Configure Refund Details: On the Sale/Refund screen:
- Description: Enter a description, e.g., “Refund”.
- Amount: Input the amount for a partial refund. Note: To refund the full ticket amount, skip this step and directly tap the Refund Full Amount button.
- Add Custom Fee: Use this option to include any additional fees.
- Remove Custom Fee: Use this option to remove any custom fees.
Initiate Refund: Tap the Refund button to start the partial refund process.
7/ Confirm Refund: A warning screen will appear. Confirm the action by tapping Yes.
8/ Completion: Once the process is complete, an Approved screen will display, indicating the refund was successful.
9/ Verification: To verify the refund, return to the main screen, tap on Batch Settlement, and check if the refunded ticket is listed.
This guide ensures a smooth and error-free refund process using the handheld device, enhancing both efficiency and customer satisfaction.