You can only void a transaction that has been processed the same day. 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 refund a payment, click HERE. To void a transaction, follow the instructions below:

Step 1: From the Dashboard → [Payment Status] → Click on the [End of Day for Month Day, Year].

 

Step 2: On the [Posted Payment Report], locate the transaction that you need to void → Click the [VOID] button.

Step 3: The Void window will open up. Enter any comments, select the terminal and receipt option → then click the [Process $X VOID] button. Click [OK] to proceed. 

 

Step 5:  After the void is processed, the receipt will be displayed.  Click the company logo at the top of the receipt to print it. Although you [Voided] the transaction, the original funds are noted on the customer's account as a Pending Transaction. The funds will not be debited from their account, and the hold on those funds will automatically fall off the customer's account within 24-72 hours. If the patient is concerned, you may print off their voided receipt and ask them kindly to take the receipt to their bank to lift the funds.

Step 6: Upon review of your [Posted Payment Report], you will see the [Voided] transaction details.

Step 7: Upon review of your [Posted Payment Report] you will see the [Voided] transaction details.

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 the 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's 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 that 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.