Besides the in-store sale, merchants can use, edit or modify a transaction, which allows them to offer value-added services to their customers.

The functions available to optimize management and improve customer service are as follows:

Total cancellation of a transaction before remittance

The total cancellation of a desired transaction before it is remitted is an essential feature. It allows a transaction to be completely canceled before it is sent for payment remittance (remote collection). For example, in the event of an error when entering the amount on the payment terminal, this feature offers the possibility of correcting the amount before we remit the payment. In this process, the customer will have to present the same card that was initially used for the transaction.

The operation of cancelling a recent transaction can be PIN protected if desired (see https://payxpert-docs.atlassian.net/wiki/spaces/docs/pages/1181581322).

Credit / Total or partial refund of transactions already remitted

This function allows promotions to be carried out or a customer to be reimbursed. The credit is materialized by the creation of a new transaction debited from the merchant's account and credited to the customer's account. This new transaction is therefore tied to the initial transaction, but handled separately.

This operation of refunding a customer can be PIN protected if desired (see https://payxpert-docs.atlassian.net/wiki/spaces/docs/pages/1181581322).

It should be noted that before using this option, the acquirer (the merchant's bank) must modify its banking parameters.

Full or partial refunds remotely via Central Backoffice

You can also credit a merchant remotely from Central if you are not in front of your POS terminal.

Just like on the POS, you can process partial or full refunds for debit/sale transactions made through your POS device directly from the Central Backoffice. In this way, the refund is performed remotely, without requiring access to the POS.

You can only initiate one refund (either partial or complete) per original debit transaction. The refund is processed as a new “credit” transaction in Central and through the Proximity Channel.

This type of operation can be done remotely by an authorized Central Backoffice user within your organization as long as he or she has the appropriate role/access privileges.

For instructions on how to use this functionality of the Backoffice, please see https://payxpert-docs.atlassian.net/wiki/spaces/docs/pages/637961438.