Cancel, Refund, and POS Payouts

Stop a payment still in progress on the terminal, refund one that already went through from your dashboard, and see POS payouts in Transactions.

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Cancel and refund are not the same thing. Cancel is for a payment that has not finished. Refund is for a payment that already approved. Getting this right keeps your Transactions table clean and your customer from being charged twice.

Please note that all refunds take 3 - 5 business days to process. Credit card fees for refunded transactions are the responsibility of the partner, and will be added to the refund amount. You can reach out to [e-mail] with any questions.

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Cancel a payment on the terminal

Use this when the sale is still on the terminal and has not been approved yet — wrong amount, customer changed their mind, or the card was presented by mistake.

1. Tap X on the terminal before the payment is approved.
2. Confirm the terminal shows the sale as canceled.
3. Do not expect that attempt to appear in your dashboard. Canceled sales are not posted as transactions.

If the terminal already showed approved, it is too late to cancel. Issue a refund instead.

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Refund a POS payment from your dashboard

POS payments are not attached to an invoice, so you refund them from the payment, not from an invoice page.

1. Log into your Alternative Payments Partner Dashboard
2. Open Transactions From the sidebar, go to Accounts receivable, then Transactions. Stay on the Payments tab. Filter Type to Point of Sale (POS) if you need to narrow the list.
3. Open the payment Click the sale to open Payment details. Confirm Transaction type is Point of Sale (POS). See POS Receipts and Reference Numbers.
4. Refund the payment Click Refund payment at the top of the page, choose a reason, and confirm.

Note: Credit card fees for refunds are incurred by the partner, and will be added to the refund amount if applicable. The original payment must have settled before a refund can be processed.

For invoice refunds (not POS), follow Refund Management.

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How POS payouts work

Approved POS payments pay out through the same Payouts tab as the rest of your Alternative Payments activity. POS volume can land in its own payout batch, separate from online invoice payments and one-time payments.

• In-person card payments are captured and settled together.
• Open Accounts receivable > Transactions > Payouts to confirm the deposit.
• Payout transaction IDs work the same way as your other payouts. See Payout Transaction IDs.

POS payments do not sync to your PSA or accounting software. Reconcile them from Transactions and your payout reports.

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Quick comparison

Action	When	Where	Shows in dashboard?
Cancel	Before the terminal shows approved	X on the terminal	No
Refund	After the payment is approved and settled	Refund payment on Payment details	Yes — original sale and refund
Payout	After the sale settles	Transactions > Payouts	Yes

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