Step 1: Configure Refund Settings
Access Configurations: Begin by navigating to the "Configurations" section of your Treez dashboard.
Locate Payment Settings: Find the "Point of Sale" and then "Payment Types" within the configurations. This page manages the checkout screen buttons and available payment options.
Enable ACH Refunds: Ensure that the ACH payment type is enabled and that the "Allow Returns" option is checked.
You can choose whether a manager's PIN is required for returns by selecting the appropriate checkbox.
Save Settings: After making the necessary adjustments, don't forget to save your changes.
Step 2: Navigate to POS for Refund
Access the Retail POS: Log in to your Tree POS system.
Find Recent Transactions: From your checkout screen, go to "Current Sales Bills" and select "View Recent Receipts" to display recent transactions.
Select the Transaction: Identify the transaction you wish to refund, especially one originally processed as an ACH transaction.
Step 3: Process the Refund
Choose Refund Option:
Once you've selected the appropriate transaction and pulled it into your cart, look towards the bottom right to choose the "Refund" option.
You’ll have various refund options, including cash, gift card, ACH, and partial refund. For ACH, choose "Refund to ACH".
Execute the Refund:
This action will return the funds directly to the customer's bank account.
Note: ACH refunds are only possible if the original transaction was done via ACH.
Important Considerations
ACH Transaction Requirement: Refunds to ACH can only be processed for transactions that originated as ACH.
Transaction Settling Time: If you encounter errors or delays in refund processing, there might be a requirement to wait for about two business days for funds to settle before performing an ACH refund.
Alternative Refund Options: If immediate refunds are needed and ACH is not available, consider issuing refunds in cash or via other available options.
Wrap Up
Following these steps systematically ensures a smooth refund process for integrated ACH transactions in Treez. Always stay informed about transaction rules and timelines, and consult Treez instructions as needed. We hope this guide provides clarity and assistance in managing your ACH transaction refunds efficiently.
If you run into any issues, feel free to reach out to the Treez Support Team!