Easily refund payments through the CP Mobile™ app, and the earliest a transaction can be refunded is the following day. Payment originally made on CP Mobile™ cannot be refunded from the Cash Practice® Systems Website.

  • If it is too soon to refund, you can perform a Void.  Click HERE to learn how to void a transaction.
  • Account users must have permission to process refunds.  To learn more about setting Account User permissions, click HERE.

Effective 2019 - Present:

To process transactions within the app, our Retail merchant account is required and has merchant fees associated with it. There is a $5/mo gateway access fee added to your subscription dues. These fees are waived with memberships that are $199/mo and up. In the event you cancel your CP Mobile™ Gateway (for Android and Apple devices), there will be a $25 fee each time reactivate the gateway.

NOTE: If you updated the app and had previously purchased a CP Mobile™ swiper before January 2024, this device will not work with the new app. A new device will need to be purchased.

 

January 2024 - Present Steps:

Getting started:

Step 1: Once you have signed in, from the CP Mobile™ home screen, select [Credit Card] → [Refund].

Step 2: Search for the card to refund by entering a few letters of the customer's name (name on card used) or the amount. Click the [Continue] button.

Step 3: A report of the payments able to be refunded will appear, find the payment you wish to refund, and select its radio button.

Step 4: On this next screen, enter the amount to be refunded. You may complete a partial refund if needed. The refund amount cannot exceed the original amount of the transaction. Select [Confirm Refund].

Step 5: Once the refund is completed, a *receipt will appear.  There is no need to get a signature for refunds.  From here you can Text or Email the receipt to the customer.  Once you are finished, click the [Done] button.

Before January 2024 - The app has not been updated:

Getting Started:

Step 1: Once you have signed in, from the CP Mobile™ home screen, select Credit Card or EFT Check.

Step 2: Now you can select Refund. *If you do not have the permissions set up to do so, please click HERE to learn how to edit CP Mobile™ permissions.

Step 3: Search for the Credit Card or EFT Check to refund by entering a few letters of the customer's name or the amount.  Click the [Continue] button.

Step 4: A report of the payments able to be refunded will appear, find the payment you wish to refund, and select its radio button.  In this example, a $100 payment is being selected.

Step 5: The next screen will automatically prepopulate the refund page with the amount available to be refunded. In this case, it is $100.

Step 6: In this example, we only want to refund $42 of the $100. You can't refund more than what was originally processed. Click the [Confirm] button to process the refund.

Step 7: Once the refund is completed, a *receipt will appear.  There is no need to get a signature for refunds.  From here you can Text or Email the receipt to the customer.  Once you are finished, click the [Done] button.

*Note:

  • Receipts cannot be texted to a customer from an iPad or any device that does not have FULL texting abilities. This would include Android tablets and iPads that only have iMessage.
  • Receipts can be printed directly from the CashPractice.com account if needed. Please see the linked instructions HERE.

Step 8: If you repeat this process when you locate the same payment to refund, you will notice the amount available is no longer $100.  It is $100 - $42 = $58 available.