Force a Refund Transaction

If you need to refund a transaction in Converge and cannot easily find the original sale transaction, you can force a refund by completing these steps:

1. In the Converge UI, click the Payments tab.

2. From the Payments page select Return from the New Payment drop-down.

3. Converge will take you to the New Return page.

4. Fill in the Subtotal and Sales Tax fields for the New Return.

5. Select which type of payment card this refund will go to.

6. Select Enter on Keyboard.

7. Fill out this initial form by entering the required information to start the refund. Required fields are marked with a red asterisk. Click Start Transaction.

8. Converge will display additional fields to complete the return transaction.

9. On the Order section screen, enter the name of the customer into the Customer Search Bar to quickly locate the customer's payment information. Or, manually enter the customer's payment information to process the refund.

10. Scroll down to the Billing Address section.

11. If the billing address is not already included in the customer's profile (or if you entered the customer's information manually), you may enter the customer's billing information here.

12. When you are finished entering your customer's information, click Process to complete the transaction. If successful, the refund will be added to your current batch and will be processed according to your batch times. Your customer will be refunded in the next 3-5 business days, depending on their card company's funding timelines.