One-time return and credit processing

Use the One Time Return or One Time ACH Credit functionality to process a return in Sales Order Entry for a tokenless refund credit. A tokenless refund credit is not tied to a previous transaction. This functionality is beneficial for you if you use a miscellaneous customer account or do not store tokens. This functionality is applicable to both credit card and ACH transactions.

The One Time Return or One Time ACH Credit option is displayed in Sales Order Entry-Collect Payment. During tendering, click this option to connect to the CenPOS web browser, One Time Credit or One Time ACH Credit form. Complete all required fields and submit to CenPOS.

If you have set the authorization security for an operator, when one of these options is clicked, the operator receives a message: Authorization Required. The operator must request a supervisor to grant authorization for the transaction in progress. The supervisor accesses SA Administration-Grant Authorization-Authorize Transactions-Allow One Time Credit Selection, and clicks Grant Authorization. The operator can now complete the transaction.

Caution:

One Time Return or One Time ACH Credit processing is optional. Be familiar with the pros and cons of this processing before setup. For example, you cannot split the refund against multiple payment types. The operator is required to enter them as separate transactions. Additionally, Event Manager is not available for a One Time Return or One Time ACH Credit. Additionally, because the credit for the return is not tied to a previous transaction, there may be an opportunity for fraud. To help prevent this opportunity, you can set security to allow or prevent an operator from completing this transaction without supervisor approval. Set an operator's security in SA Administration-Authorization Security-Authorization Points-Allow One Time Credit Selection.