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Select Transactions > New Transaction on the device itself.
Enter your Transactions passcode (4401 by default) and select Continue.
On non-Android terminals that use the old menu structure:
Select “8” and then the Confirm key (Green circle on legacy models, it is Confirm and then 😎8.)
Enter your Transactions passcode (4401 by default) and select the Confirm key.
Select Manual Key Entry.
Enter an amount and confirm to continue.
Follow the instructions on the display to enter the Primary Account Number (the card number) and the card expiry date.
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The terminal prints a receipt for the refund. If successful, the refund is directly issued to the patient’s account.
ACH (Automated Clearing House) transactions
These transactions aren't currently available with MacPractice Integrated Payments.
Setting up an Account Wallet for Card-On-File transactions
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Once you’re satisfied, click the “Submit Refund” button to process your refund!
Refunding to Check
If you find yourself in a situation where you need to issue a refund by check, the best way to accomplish this is to select the credit/debit payment in a ledger, then select Refund as you normally would, and then check the "Refund Credit by Cash or Check" option in the Refund window. You'll still need to ensure that there is an unapplied portion of the payment to refund.
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When you are satisfied, click OK. This will create a refund line item in the ledger, and you can then proceed with refunding the patient.
Printing a Receipt
Card Terminal Receipt Paper: 57mm x 40mm Thermal Paper
MacPractice Receipt Paper: Dymo Compatible Receipt Paper
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