How do I complete a refund in SwipeSimple?
Refunds can be initiated for any approved transaction in SwipeSimple. In order to refund a transaction, first locate the transaction in your SwipeSimple Transaction History. After locating the Transaction that needs to be modified, select “Refund” to continue. More information on processing a Refund below:
Refunds on SwipeSimple Mobile
Refunds on SwipeSimple Dashboard
Refunds on SwipeSimple Terminals
Can I complete a partial refund in SwipeSimple?
Yes, In SwipeSimple you can process refunds up to the amount of the original transaction. The original transaction amount is pre-filled after selecting the "Issue Refund" option. To perform a partial refund, type in the amount you'd like to refund before selecting "Refund" to finalize the transaction.
Who can process refunds in SwipeSimple?
Only Admin Users can perform refunds In SwipeSimple. You can find more on SwipeSimple User Roles here
How long can I process a refund after the original transaction?
Compliance regulations require card information to be erased after one calendar year. If the transaction you are trying to refund is dated over a year, you will receive an error. Please contact your merchant service provider for assistance processing your refund outside of SwipeSimple.
Why is my refund declining?
You may issue a refund in SwipeSimple and receive a decline message. This indicates that the customer's bank or card issuer cannot process it. A few common reasons a refund may be declined are the customer's bank account is closed or frozen, or the customer's card cannot accept refunds, such as prepaid cards.
Please note that refunds in SwipeSimple must be linked to a previous transaction completed in SwipeSimple. There is no option to initiate a refund to a different card number or transaction completed outside of SwipeSimple.
If you experience a decline when attempting to complete a refund, please contact your Merchant Service Provider for potential next steps. If you aren’t sure who your Merchant Service Provider is, click the❓Help button at the bottom right of the screen and write Who's my Merchant Service Provider? in the message box. Be sure to include your business name (DBA) so that we are able to look up the information for you.
Why can’t I find the transaction I'm trying to refund?
There may be a filter applied to your transaction report. Filters are located by clicking the blue button next to the search bar. This Guide will provide easy steps to adjusting filters to view your transaction history.
I processed a refund. When will my customer receive the credit??
After your refund is issued, it will settle in your next batch. The amount of time it takes for the refund to hit your customer’s bank account varies based on your customer’s card issuing bank.
What happens after I process a refund?
A full or partial refund result will appear as a new record on the Transaction History page. If only a partial refund from a total amount is processed, return to the original transaction listing should you need to refund any remaining transaction balance.
If a mistake was made when processing a refund, the refund can be voided up to 24 hours after it was originally processed before your next daily batch. Select the Transaction number for the Refund. Next, Select the Void button. If the void option is not displayed, the void period has expired.
Can I void a Refund?
Yes. As long as a refund is open in a batch and has not settled, a void button will appear in the transaction history item for that refund.
Can I process a Refund to a different card?
No, a refund in SwipeSimple must be linked to a previous transaction completed in SwipeSimple.