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Cardpointe Virtual Terminal – How To Process a Refund [full and/or partial]

by Feb 16, 2017CardPointe, Online/Internet/Ecommerce


If you need to process a refund within the Cardpointe virtual terminal, this is how you do it.

Once you’re logged in to your account, click on the reporting tab and it will default to the TRANSACTIONS subtab

You have a number of search fields available to you so you can pull up the transaction in question with a couple different options.

You can search Location, Date, Method, Status, Front End which is the device that the transaction was processed from

Now, I’m not going to cover all the search functions within the reporting tab in this video so if you want to see the tutorial on the reporting tab functionality, check the links in the description for that video.

For now, I’m going to search a transaction from a prepaid VISA card by typing in the last 4 digits of the card number into the search box and you’ll notice that you don’t even need to hit enter to get search results….

The system will auto load all transactions specific to the numbers or characters you enter, IN REAL TIME.

So I’ll come down and find the transaction I want to refund…

and for demo purposes let’s take this one here for $.43 cents

Just select the transaction by clicking on the unique transaction ID number to bring up the details.

Right at the top of the page, you’ll see the refund button

Btw, If you ever want to resend a copy of a receipt to someone you can just click here and enter the email address.

If you do that, this is what the emailed receipt looks like.

So to process the refund, just click here and this box will pop up where you can type in the refund reason.


It’s also important to note that if you want to process a partial refund, it’s the same process, you just change the dollar amount!


To complete the refund, you’ll just click the REFUND button and you’re all set!

To confirm the refund is set to be processed, just click on the reporting tab and you’ll see it listed for refund right here.

For more CardPointe tutorials, merchant account trainings and payment page tutorials, be sure to CLICK that subscribe button so you’ll receive notifications when future videos are posted.

Share it with your friends and comment below if you have questions.

I’m Brian Manning and thanks for watching.

Brian Manning

Bancardsales founder and 15 year payment processing veteran, Brian Manning has helped thousands of businesses streamline their electronic payment systems. With a healthy disdain for things like terminal leases and "lowest rate" guarantees he regularly advises on best practices to anyone setting up merchant account related solutions. Brian's mission and passion is to help business owners use their merchant account simply as one tool in the big picture of growing their own business and creating an experience that is positive and meaningful for their customers.


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