Sync Pay - Refunding Credit Card Payments

Refunding a Credit Card

With Sync Pay, there are 3 different ways in which you can refund a credit card payment.

• Sync Desk - Partial Refund
• Sync Desk - Full Refund
• Sync Office - Refund

Sync Desk can be used to do both partial or full refunds as long as the payment was made during the same fiscal date.

Sync Office can do both partial or full refunds, the process for either being the same, as long as the payment made was part of an ended shift or on a different fiscal day.

Any credit card refund is IMMEDIATELY captured by Adyen and cannot be voided or reversed once done.

Fiscal Reporting can be impacted due to the immediate execution of refunds combined with the capture delay of standard transactions. See Sync Pay - Sales & Fiscal Reporting for more information.

Refunds that are NOT associated with a previous transaction (direct refunds) are NOT permitted. Attempting to do this will result in an error message being displayed explaining that this is not allowed.

Sync Desk - Partial Credit Card Refund

To follow this procedure, you must have the following permission(s) in Sync.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

• Point of Sale > General > Application Access
• Point of Sale > Payment Card > Void Credit Card Payments

1. Open 

   

   Sync Desk and log in.

2. Click the Receipt button to expand the menu.
3. Click Void Credit Payments.

4. Select the transaction you need to do a partial refund for, then click Partially Void Payment.

   

5. Key in the amount you would like to void.

   

6. Click OK.

   

7. Click OK to acknowledge the transaction will be re-opened.

   

8. The partial refund will be processed.

9. With the transaction re-opened, you will need to balance the transaction manually. You can void 1 or more item(s) from the transaction or use a configured Discount / Surcharge, but the transaction must be balanced to $0 to be closed again.

   If you would like to handle this immediately, click OK when prompted to open the transaction. Otherwise click Cancel.

   

Sync Desk - Full Credit Card Refund

To follow this procedure, you must have the following permission(s) in Sync.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

• Point of Sale > General > Application Access
• Point of Sale > Payment Card > Void Credit Card Payments

1. Open 

   

   Sync Desk and log in.

2. Click the Receipt button to expand the menu.
3. Click Void Credit Payments.
4. Select the transaction you need to refund.
5. Click Void Payment.
6. Click OK to acknowledge the transaction will be re-opened.
7. The refund is processed.

Sync Office - Credit Card Refund

To follow this procedure, you must have the following permission(s) in Sync.

For additional guidance on permissions, see Managing Roles & Permissions in Sync.

• Office > General > Application Access
• Office > Sales Analysis > Refund Credit Cards from Office
• Office > Sales Analysis > View Transactions

If you are doing this method, then you will need to ensure that revenue on the day of the refund has also been reduced to avoid creating a till over / under. The most effective way to do this is a manual process through your daily and weekly reconciliation. For more information please contact support@bowlingvision.com. Many operators prefer refunds that do not happen on the day to be performed via direct bank transfer and recorded in the accounting software on a specific refund line.

Refunding a credit card transaction through Sync Office is only allowed for transactions that have been run through End Shift. Attempting to refund a transaction in this manner that has not been ended will result in an error.

1. Open 

   

   Sync Office and log in.

2. Click Analysis 

   

   , then View Transactions 

   

   .

3. Search for the transaction that needs to be refunded, then click the Magnifying Glass 

   

   to open the transaction.

   

4. In the View Transaction Details window, click the credit payment line item that needs to be refunded, then click Refund Credit Card.

   

5. Key in the amount to refund, up to the maximum amount of the transaction, then click OK.

   

   The transaction refund will be processed, and Sync will prompt you that a new transaction was created to refund the money to the card. Click OK.

   

In View Transactions, you will find the new transaction under today's fiscal day.

The new transaction will have the following properties:

• Type: Refund
• (1) Credit Payment in the amount that was refunded (shown as a negative)
• (1) Account Debit to the account configured in POS Policies (Void Payments Account).