You can only refund against an original transaction. The terminals auto-batch around midnight EST each day. Once the batch has been settled, you will have the option to perform a refund. For instructions on how to void a payment, click here. To refund a transaction, follow the instructions below:

Step 1: From the Dashboard → [Payments] → Click on [Search Payments].

Step 2: Enter your search criteria. Change the [Storage] field to "All"—this will show all current and archived transactions. For additional search criteria, select [Show More Search Options]. Then click [Search].

Step 3: Locate the transaction you wish to refund and click the [Refund] button in the "Actions" column. This will open the refunder in a new window.

Step 4: Refunds are possible up to the original transaction amount. To process a partial refund, adjust the [Amount] field accordingly.

Step 5: Entering the full card number and expiration date used for the original transaction is REQUIRED. Select [Process $x.xx REFUND] and click [OK]. The refund receipt will be generated. Click the logo to print the receipt. 

Step 6: The [Posted Payment Report] will display the refund status. If your Patient Management software is not integrated, you will need to manually credit the patient ledger.

Effective 10/1/19:

In order to process card-present-swiped transactions (USB Swiper, CP Mobile Swiper & EMV Chip Terminal), our Retail merchant account is required and has merchant fees associated with it. Optionally, if you purchase a single EMV Chip Card Terminal, there is a $9/mo network service fee added to your subscription dues. Additional terminals are $3/mo for the same Cash Practice Membership.

EMV Terminals come with a 30-Day Money-Back Guarantee. Items must be returned in new condition in their original packaging postmarked within 30 days of purchase. There is a $50 restocking fee for each EMV terminal returned. Refunds (less the restocking fee) will be posted against original payment within 10 business days of receipt of return. The merchant will be responsible for all return shipping fees. For assistance with returns, merchants will need to contact our Merchant Services Dept at (877) 343-8950 x105. There is a 1-year manufacturer warranty for out of the box equipment failure. Additionally, Cash Practice provides an additional 1-year warranty for out of the box equipment failure (increasing the warranty period to a total of 2 years). If the terminal has failed within the warranty period and cannot be repaired a replacement will be provided. In the event, a terminal fails after the warranty period but less than 3 years since purchase, a new terminal can be purchased at a reduced cost. Physical damage of any kind is not covered. The manufacturer does offer repairs on non-covered issues for a fee. Merchants will need to contact our Merchant Services Dept for assistance at (877) 343-8950 x105.