There are two ways to return items to the credit card used for the initial transaction - depending on when the initial transaction that you are trying to refund/return was processed.
1. Voiding the Transaction: This is the fastest way to return the transaction is to 'void' the entire transaction. This will remove any economic impact of the transaction and the transaction record will be marked 'voided'. This option does not require the card present. There are some limitations. You can only void transactions on the same day that the transaction occured. Also, closing your register batch will also end the ability to void a transaction in the batch from MicroBiz.
2. Returns: Works with pretty much any transaction. This option will require the card present unless the sale was made using a card on file with BlockChyp.
Returns can be started in two ways. The first way is to add the item being returned to the front register and starting a return. This is call an 'unreferenced return'. The second is to find the original transaction with the item being returned and then initiate the return from the transaction record. This is called a 'referenced return'.
Not Referenced Refunds/Returns: When you execute a refund without referencing a previous transaction, we call this a free range refund/return or not referenced refund/return. This option require activation via Blockchyp support. Before use this kind of return/refund please contact Blockchyp support and submit a request to enable "FREE RANGE REFUNDS".
To proceed with a not referenced refund/return in MicroBiz please follow the next steps:
1.- Go to your register, load the items to return/refund
2.- Click on the checkbox next to your item/items and then click on the Item menu in the right panel and select Return Item
3. Then press the red 'Refund' button and and select 'Credit Card' as the Tender. This will activate your payment terminal.
4. The customer will then follow the instructions on the payment terminal (will likely that the card must be present).
Similar steps apply for 'Void', the only difference is that 'Void' will refund the whole transaction.
IMPORTANT: In order to do an unreferenced return using the BlockChyp terminal, you must first (1) contact BlockChyp support and ask that this feature be enabled in your BlockChyp account and (2) make sure that Unreferenced Returns are set to 'Yes' in your MicroBiz settings - see Settings>General>Advanced Settings>Register Settings. Otherwise you will unable to refund to a credit/debit card.
Referenced Refunds/Returns: The most fraud resistant method is to execute refunds in the context of a previous transaction. To proceed with a referenced return in MicroBiz please follow the next steps:
1.- Go to your register and press the button 'Sales'
2.- Then, find the desired transaction and then expand your transaction by pressing the arrow icon at the left of the transaction line and select the item(s) and press the 'Return Items' button.
3. Then press the red 'Refund' button and and select 'Credit Card' as the Tender. This will activate your payment terminal.
4. The customer will then follow the instructions on the payment terminal (will likely that the card must be present).
Similar steps apply for 'Void', the only difference is that 'Void' will refund the whole transaction.
