MX™ Refund using Quick Pay Button

To process a new refund use the following steps:

Click the green Quick Pay button on the left menu
Select payment type: Refund (Top)
Select payment method: Card, Cash, or ACH (Top)
Select the presentment type or indicator if the card or ACH (Top)
Enter an Amount
Select Refund or Swipe Card

To process a refund on an existing payment use the following steps:

Select Payments from the left-hand menu
Locate the original sale on the payment list
Select the reference number in green for the sale that you want to refund
At the bottom right of the pop-up select the void or refund button
Enter in the refund amount in the pop-up (must be equal to or less than the sale)
Select the refund button in the bottom right of the pop-up

**Approved Or Declined **Once the Charge button is selected a pop-up will be displayed showing the status of the transaction: Approved or Declined. An Approved transaction allows for a receipt to be sent via email and text or printed. A declined transaction gives the option to try running the payment again.

APPROVED

Congratulations! After you click the charge or tender button and see the image above this tells you that the payment was processed successfully and now you can choose how you would like to provide a receipt to the customer.

Receipt options can be found in the green boxes toward the bottom of the pop-up. Depending on what the customer prefers, select the corresponding box:

Email - will require you to enter or select an email address
Text - will require you to enter or select a phone number
Print - will open up in a new tab for you to select which printer you would like to print to
No receipt - click the x in the upper right corner of the pop-up

DECLINED

Uh oh! If you click the charge or tender button and see the pop-up above it means that there was something wrong with the payment. This could be any number of things:

Something was typed incorrectly on the payment screen
Insufficient funds on the card to cover the charge
A hold on the card (you may have seen this happen to your own card on vacation if the credit card company finds them suspicious)

These are a few of the many reasons a payment may be declined. If this happens click on the red back button at the bottom of the pop-up and try a different payment method or try to run the card again.

Updated on: 09/17/2024

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