Voiding or Refunding Payments with Clover Connect

This article gives steps for voiding or refunding all or part of an order when the payment was received using RFMS Card Services powered by Clover Connect. 

Full Refund

Note: The option to void or refund depends on whether the payment has been processed via Clover Connect yet. If it has not the transaction will be voided.

1. Go to Order Entry>File>Customer Orders. After locating the order choose to view receipts

2. Select a receipt and click the Void/Refund button

3. Confirm Void/Refund action

4. A confirmation window will appear when the action is complete.

Partial Refund

1. Create a new invoice for the material being returned or amount being refunded. It will have a negative balance due.

2. When posting the payment make sure the amount paid is negative. This will pop up the refund screen.

Enter either the original invoice number or the last four digits of the credit card number.

The refund is processed, and a receipt is created. A refund may not be processed more than the amount received on a card.