Instinct Payments provides a cardless refund process.
A payment can be refunded after the TWO-hour void window has passed.
Find the payment on the account ledger that needs to be refunded. Use the 3-dot menu to the left and click refund.
You will then be prompted to select a partial or full refund. Click the circle next to the applicable option. If you are refunding a partial amount from the payment, enter the amount the refund should be and click “Refund.”
You will see a notification at the bottom of the account ledger informing you that the refund has been initiated.
Once the refund has been completed, a refund line item will be posted onto the account ledger, and the client’s card will be refunded.
* Non-Gravity Payment customers must process Credit/Debit card transactions using your facility’s card terminals. The “Payment” module in Instinct Invoice merely documents that the transaction has been processed elsewhere.
** Gravity Payment customers will see a specific Credit/Debit Card option instead of displaying Visa, Mastercard, American Express, and Discover. These customers can process a card transaction directly from the Instinct Invoice using their Clover Device.