Clover Connect - Baseless Refund
Introduction
Clover Connect Payment Processor Integration Plugin is a software module that seamlessly integrates with Tagrain POS system and allows you to offer a quick, seamless and secure payment experience to your customers.
Upon successful integration, cashiers can take credit and debit card payments from customers at the POS. This integration helps your cashier save the hassle of manually entering the amount and card details at the POS.
In this article, we will focus on baseless refund using Clover Connect as the Payment Type.
When a customer walks into one of your Tagrain Stores and asks for a refund, you can run into a situation where he doesn’t have the original transaction receipt with him. The refund that you process in this situation is called a baseless refund.
Quote - The Clover Connect Payment Processor plugin when subscribed to and activated allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers using the Clover Payment Device.
Info - Available only for the USA and Canada, Clover Connect Payment Processor plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands using the Elavon Payment Device.
Note - The Clover Connect Payment Processor plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription as the plugin is free.
Alert - After you subscribe to the Clover Connect Payment Processor plugin, you will have to map the Elavon Payment Processor Device to your POS terminal to be able to accept card payments.
The Clover Connect Payment Processor Integration Plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription. See: Subscription Management in Tagrain
Prerequisites
The only prerequisite to perform a baseless refund using Clover Connect is to add Clover Connect as a payment type in Tagrain.
To Add Clover Connect as a payment type in Tagrain you must:
Step 1: Acquire the Merchant Id from Clover
Step 2: Create a payment type in Tagrain and establish the connection between Tagrain to Clover
Step 3: Map Clover Device to Tagrain POS
For more details, refer to the article: Clover Connect Payment Processor Integration Plugin Activation
Scan the products to be refunded and click the Pay button.
On the Payment Screen, click the Cards button, to refund the credit card payment.
Note: Any payment made via the Clover Connect will be returned to the Clover Connect account.
Please refer to the article: Add Clover Connect as a Payment Type where we have explained how to bind the credit and debit cards payments to Clover Connect.
Please refer to the article: Collect Payment using Clover Connect Payment Type where we have explained how to perform a simple sale transaction involving Clover Connect as the payment type.
In case of a Refund, the customer is not required to either tap, insert or swipe the card to approve the refund.
Once the refund has been processed, the cashier will have to select one of the three options.
--Print Customer and Merchant Copy
--Only print Customer Copy
--Don’t print anything on the payment device
Depending upon the selection made, a credit card refund receipt is printed on the Clover Connect device.
Note: This receipt is in addition to the standard transaction receipt that is printed from Tagrain POS.
Click OK to complete the refund. Upon successful refund a transaction receipt is generated which can be printed. See: Receipt Format
The receipt printed from the Clover Connect device will only reflect refunds made through a credit card and a debit card. If the refund is made using other payment types, it will reflect on the regular transaction receipt generated at the POS terminal.
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