Refunds-Card Not Present Terminal¶

Once the transactions are Captured they can be refunded.
When clicked on Capture transaction's View link on the Transaction Management page or clicking on a Sale transaction, the Transaction Detail screen gets displayed as follows:

1. Refund — Button to proceed with the refund process.
2. Transaction Management — A link when clicked takes the user to the Transaction Management screen.
3. Make Another Payment — A link that takes the user to Make A Payment page to make another payment.

Original Payment Method Refund¶

When clicked on Refund button Refund A Payment screen is displayed and contains the following elements:

1. Refund A Payment — Default refund screen to select the details of refund
2. Review Refund — Screen which allows to review the refund details in a disabled state
3. Refund information — Screen which shows the information/details of refund
4. Payment Details — Payment section which is displayed with the Original Payment details
5. Customer Information — Section which displays about the Customer Information such as Customer Name, Booking dates etc.
6. Invoice Number — Field to enter the invoice number
7. Amount — Field pre-filled with the original Payment amount and is editable
8. Currency — displays with the Original payment Currency by default and can be edited depending on the Refund Method selected
9. Refund Method — Dropdown to select the refund method which include Cash, Check, Original payment Method and Standalone Credit.
10. Transaction Category — Dropdown to select the terminal type of refund i.e., whether Card Present or Card Not Present terminal
11. Memo — Field to enter any information with respect to refund
12. Refund Reason — Field to enter a reason for refund
13. Cancel — Button to quit the refund process
14. Review — Button to proceed with the refund process

Clicking on Cancel takes the user to the Transaction Detail screen.

Clicking upon Review the user is taken to the Review Refund screen which looks as below:

1. Edit — Button which takes the user back to the Refund A Payment screen with the refund details preserved
2. Cancel — Button to cancel the Refund process and return to the Transaction Detail screen
3. Confirm — Button when clicked confirms the refund and takes the user to the Refund Confirmation screen

The Refund confirmation screen looks as follows:

Standalone Credit Refund¶

Standalone Credit Refund can be made by selecting the Standalone Credit option from the Refund Method dropdown in Refund A Payment screen.
The screen looks the same as before except that additonal section called Payment Information and Billing Information displays and contains the following elements:

1. Payee Information — conatins the following fields and drodpowns to be filled in for refund
   • Payment Method — Dropdown to select the payment method for the refund
   • Card Type — Dropdown to select the card type
   • Card Number — Field to enter the card number
   • First Name and Last Name or Name on Card — fields to enter the first and last name of the user
   • Expiration Month/year — Dropdowns to select the expiration date of the card with which the refund is being made
   • Card Security Code — Field to enter the CVV of the card and is masked
2. Billing Information — section wher the billing address for the refund has to be entered and contains Same as User's address checkbox, when selected the address fields are auto-filled with the user's address

If eCheck is selected as Payment method then instead of Card Type, Card Number fields Routing Number, Account Number fields are displayed and instead of Expiration Month/Year & Security Code fields, Bank Name field and Account Type dropdown are displayed.

Partial Refunds¶

Refund can be partial or full. If a Partial Refund is made for a transaction then the Transaction Detail screen contains the following elements:

1. Refund Remaining — Button which takes the user to the Refund A Payment screen to make the remaining refund
2. View Refunds — Button which shows the refunds made with Order Id
3. Transaction Management — A link which takes the user back to the Transaction Management screen

Clicking on upon View Refunds the transaction detail screen looks as follows:

The Refund details can be viewed on the Refund Detail screen which can be accessed by clicking on the View link.

Clicking upon Refund Remaining link the user is taken to the Refund A Payment screen where the remaining refund can be made and the screen looks as follows:

1. Total Amount Refunded — A link which shows the details of earlier refund made to the transaction
2. Amount field is displayed with the remaining refund amount
   Clicking on the Total Amount Refunded link displays the details of the previous refund made to that transaction.

The Merchant Admin can process the refund by clicking Review button on the screen and Confirm button on the Review Refund screen.
Both System Admin and the Customer user will receive an Email and Text message notifying that the refund has been made.

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Updated As Of 5.0.0.8