6 Issuing a Refund Archives - InstantAccept

Issuing a Refund

Refund Transactions Within QuickBooks POS – Option 2

Refund Transactions Within QuickBooks POS

The following steps will walk you through one option to be able to refund transactions.

  1. Click the “Make a Sale” icon in the center top of your QuickBooks POS screen.

NOTE: To utilize this option you will need to contact the InstantAccept support team at  (855) 220-2840.  They can then set you up for credits on the back end.

QuickBooks POS Screen

 

2. In the top of your QuickBooks POS screen you can either

  1. Scan or enter item information or
  2. type in the customer name or phone number.
    1. Choose the items that your customer would like to return.
    2. Click the grey “Credit” button at the bottom of your QuickBooks POS screen.
    3. Choose your “Card Type”.

NOTE:  Make sure to Click the “Return Item” button as shown below.

QuickBooks POS Return Item Screen

3. The ‘Sale’ pop up window opens. Here you can either

  • click ‘Swipe’ if you would like to swipe the customers credit or debit card or
  • click ‘Manual’ if you would like to manually key in your customers credit card information.

4. Click the “Process” button.

QuickBooks POS Processing Screen

 

5. Click the “Print” button to print out your receipt or “Close” to exit the payment window

QuickBooks POS Print Screen

 

6. Click “OK” on the ‘Change’ screen.

7. Click the “Save Only” button or the “Save & Print” button.

QuickBooks POS Save Screen

 

Needing additional help? Contact Technical Support. (855) 220-2840

Issue a Refund Within QuickBooks Point of Sale

Option 1: Issuing a Refund in QuickBooks Point of Sale

Need to refund a transaction?  Walk through this tutorial about issuing a refund.

Click on the “Sales History” icon in the center top of your QuickBooks Point of Sale screen.

Issuing a Refund in QuickBooks

 

Go to the top center of your QuickBooks Point of Sale screen. In the “Search” box type in the customer name or your customers receipt number.

Search for Receipt in QuickBooks

 

A pop up window will open with the information relevant to your search.

Receipt Search Results Window

 

Within the pop up window, Click once on the item(s) you would like to return.

Click the “Add selected items” button.

Choose Receipt

 

Click on the item(s) you would like to return.

A pop up windows will open up stating “You are now using InstantAccept.”

Follow these steps to complete refund.

  1. Select “Refund”
  2. Enter amount of refund in the “Amount” Box
  3. Select the “card type” icon used for original transaction.
    NOTE: This must be the same card used for the original transaction.
  4. Press “Enter”

Select a Transaction for Refund

 

Verify Refund Information Screen.  A pop up window will show information you have entered.  Verify that your information for the refund is correct before clicking “Refund”.

verify refund

 

The pop up window will then show the ‘Credit ID Validation Number”.

Click the “Close” button.

refund screen

 

Click ‘Save Only’ or ‘Save and Print’

 

If this walk through does not help you try walking through the steps again or contact our technical support team or call (855) 220-2840.