A short tutorial article showing you how to refund your customers' transactions from the CardPointe portal.
In most cases, you will be able to refund credit and debit card transactions directly from the POS. However, CardPointe makes it easy to refund any transaction.
Start by logging into your CardPointe account by clicking on the link here: https://www.cardpointe.com/account/login
First you need to locate the transaction in the Transactions tab under Reporting. Once you have found the transaction, click on the Transaction ID on the left, and then click on Refund.
Now you will be able to choose how much of the transaction you wish to refund, the reason for the refund, and finally submit it for processing.
PAX Readers Only
If you happen to be using a PAX branded reader, you will not be able to process refunds in this way. Instead you will need to do what is called a "Force Credit". To do this, you will need to have the full card number as well as expiration date.
Once logged into the CardPointe portal, select Virtual Terminal at the top of the screen. If you are updating the tip of a transaction, select Sale from the dropdown next to your restaurant's name. If you are simply refunding a transaction, choose Force Credit.
Under Add New Card on the right hand side, enter the customer's credit/debit card details. For "Name on Card", you can enter the customer's name if you have it. You can also choose to type in "Refund" or "Tip" for the name instead.
Enter the amount, and the click on Process Transaction to submit your tip change or refund.
For any further support, please reach out to our 24/7 customer support team at 505-535-5288 or email support@lavu.com.