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Match A Refund To A Transaction On Your Carbon Mobile 5

By February 23, 2021Uncategorized
Last updated: 23 February 2021

This article is about the Carbon Mobile 5 without a printer. Click here if your Carbon Mobile 5 has a printer.

 

Need to process a refund without a receipt? No problem! Find a particular transaction from the last 6 months in your Order History using:

  • the card used to make the transaction
  • the merchant reference
  • exact or approximate amount
  • date range
  • …and more!

You can then refund the transaction directly from the transaction detail on your Order History.

To find the transaction in your order history:

   

  1. From the Payment screen, tap the hamburger menu 
  2. Tap Search Orders
  3. If your customer has the card they used to make the purchase:
    • tap the card icon . Your customer can then either swipe, insert or tap their card; or
    • enter the last 4 digits of the card number into the search field.

If you don’t have the card tap ADVANCED SEARCH to search for the transaction using additional details including:

  • merchant reference
  • exact or approximate amount
  • date range

If your customer has their EFTPOS transaction receipt you can enter any 4 or more digits from the TRAN number:

To refund the transaction:

  1. Tap on a transaction to view more detail
  2. From the transaction detail screen, tap REFUND
  3. Select FULL to refund the full amount or BY AMOUNT to enter a custom amount
  4. Select a refund reason, or select Other to manually enter a reason
  5. Your terminal will then take you through the refund process

 

 

Helpful links: