1stPayPOS Support
Refund and Void Transactions
Void Transaction
- From the app, tap on the menu bar on the left to access the menu.
- Tap Recent Transactions.
- Select the transaction you'd like to void
- The transaction information will display. Tap Void Order at the top right.
- Select the Void Reason from the pop-up screen.
- When the void is complete, you will be presented with the option to Print Receipt or close the Void dialog. Select one and the Void will be complete.
NOTE: Processing a void would result in cancelling the entire transaction before it is settled and/or incorrectly added to sales totals. For credit card transactions, a void must be done before the transaction is settled. If the transaction has been settled, then a credit/refund would have to be processed for the customer.
Refund Transactions
- From the app, tap on the menu bar on the left to access the menu.
- Tap Recent Transactions.
- Select the transaction you'd like to refund.
- The transaction information will display. Click Refund Items.
- A screen will display all items from that order. Select the item you wish to return.
- The merchant will be prompted to enter the quantity being returned. After the quantity is entered, click Next to continue.
- The merchant will be prompted to select the reason for the return. Return reasons are created in the 1stPayPOS Portal.
- After all of the items to be returned have been selected, click Next.
- Select how you'd like to issue the refund. Payment Type will show the original form of payment made. Tap that or one of the other available payment methods.
- If a card payment method is selected, you will be presented with a dialog box asking you to Swipe the Card. Swipe the card, or select Manually Key to type in the card number.
- When the refund is complete, you will be presented with the options of Print Receipt or Done. Select one and the Refund will be complete.
- From the Recent Transactions screen, the refund total will be displayed below the sale amount.
