This guide explains how to process refunds for transactions initiated from the device and from SchoolCash Register using SchoolCash POS. It also covers available refund methods and limitations for different transaction types.

TABLE OF CONTENTS


Refunds

Note for Canadian customers:

As per Interac’s limitations, refunds for in-person debit transactions can only be processed when the card is physically present. However, SchoolCash does not currently support refunds back to a physical card - a future update will address this.

Payments made via Interac Debit can be searched for and viewed when refunding an item in SchoolCash Catalog, however they are blocked from being refunded in SchoolCash Catalog and are not displayed in the SchoolCash Register. Transactions processed using Interac Debit will only be refundable via check while we work on improving this experience. Refund will NOT be linked to the original transaction/payment. Please refer to the Refunding via Check section below


For more information on Interac Debit, see Interac Debit 101: Everything you need to know about using Interac Debit.

Refunds for purchases made directly through SchoolCash POS (only using POS device to accept payment) can be processed via the SchoolCash Catalog. Users can view all POS transactions in the SchoolCash Catalog and click Refund to initiate the refund.

Initiating a Refund

  1. Click Refund to open the refund screen. This screen displays all items paid via POS and eligible for refunds.

  2. Select individual transactions or enter the total value for the refund.

  3. Enter the reason for the refund.

  4. Confirm the refund.

SchoolCash Register Refunds

Point of Sale transactions made through SchoolCash Register (using the Register to initiate payment on the POS device to accept payment) are not yet refundable, but can be recorded as a refund in the SchoolCash Register. Refund these transactions using check as an alternative method. Please refer to the Refunding via Check section below.

Refunding via Check

Please see below process to refund a POS payment via check:

  1. Validate with the customer if they have a receipt.
    1. If they have a receipt: 
      1. Refer to the card number and receipt number and record refund in SchoolCash Register (if payment is displayed).
      2. Proceed with issuing a check as per step 1c below.

    2. If the customer doesn’t have a receipt:
      1. Ask the customer requesting the refund for their name, the last 4 digits of the card they used for payment, and the date of the purchase.

      2. Record refund in SchoolCash Register (if payment is displayed).
    3. Issue the check to the customer by following the below guides:


Note

Refunding via cash is not recommended.

Further Reading