Refunds

How to Void/Refund in Instant Accept for Quickbook Financials

  1. Completely close out of your Quickbooks then open your Instant Accept desktop application (IA icon located on your computer’s desktop).
  2. Once you are logged in (using your IA credentials), select Voids/Refunds.

  1. Select date range, customer name, and/or last 4 digits of the card number.

 

  1. Choose to either refund or void the transaction. If you choose to refund then you will be prompted to create a credit memo for this transaction for your Quickbooks record.

 

  1. Fill out the credit memo page with the information for that transaction and select Your refund is complete.

How to Process a Void or Refund inside of InstantAccept Point of Sale

Part A: Voiding a Transaction

  • Go in to your ‘Sales History’.
  • Search by customer name or receipt number.
  • Select the receipt you would like to void.
  • Select ‘Reverse’.

 

Part B: Issuing a Refund

Option 1:                                                                           

  • Go in to your ‘Sales History’
  • Search by Customer Name or number given on the receipt.
  • Select Receipt.
  • Click ‘Accept Return’.
  • Select the item(s) you would like to return.
  • Add selected items.
  • Select the card. (This must be the same card used to process the transaction)
  • Click ‘Process’
  • Click ‘Close’
  • Click ‘Save Only’ or ‘Save and Print’

Option 2:  To utilize this option you will need to call the InstantAccept support team and have them set you up for credits on the back end.

  • Click ‘Make a Sale’
  • Choose the items that your customer would like to return. Make sure to choose the return button as shown below.
  • Click Credit and choose your card type.
  • Click ‘Swipe’ if you would like to swipe the card; otherwise, key in the credit card information.
  • Click ‘Process’
  • Click ‘Print’ for a receipt or ‘Close’ to exit the payment window
  • Click ‘Save Only’ or ‘Save & Print’.