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 NMI. 


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.


NOTE: 


NMI does not support unreferenced returns at this time which means that every refund must be linked to a transaction ID. 


Manual card entry for refunds is not supported on the Lane 3000 Cloud device. As such, For merchants using a customer-present cloud integration with the Lane 3000, the best way to issue a refund when the customer isn’t physically present is to perform a linked refund using the original transaction ID. You can find the transaction in the Virtual Terminal’s transaction reports at in your NMI dashboard and issue the refund directly from there - no card re-entry needed. 


Then to keep a record in MicroBiz Cloud, please use 'back office' tender on the return in MicroBiz -with a note referencing what happened.