How to Refund a Sale

NOTE: If this is a credit card refund for LilYPad Integrated Mercury payments, Please see “How to Refund a Credit Card Payment”.

If you are using LilYPad Integrated Vantiv/Mercury payments:

1. Remove the refunded items from the sale by clicking the red "X" on the right side of the product.
   
   
2. Click "Pay Now".
   
   
3. Choose the payment type.
   
   
4. Enter the negative amount in "Payment Amount". (This should be automatically done already)
   
   
5. Put "0" in "Cash Received" if doing a cash return.
   
   
6. Click Add Payment.

If using a LilYPad account not integrated with Vantiv/Mercury, use the following tutorial to do a full refund of a sale. 

1. Select Search in the Main Menu on the top of the screen. This will automatically open the sales search which is based on the Sale ID, customer’s Last Name or Date.
   
   

NOTE: You can also just press Search in the Main Menu to bring up the last 50 sales in chronological order.

2. For this example we are looking up all the sales for “Jeremy deValk”, so we will enter “deValk” in the search bar to view all sales under that account.
   
   

NOTE: A calendar will automatically appear when the Search field is selected which can be used to find a sale as well.

3. If the customer’s Last Name is input correctly, the search will show a List of sales matching: deValk as well as List of refunded or voided sales matching: deValk. Select the Refund button on the right side of the sale you wish to refund.
   
   
   
   
4. This action will bring up the refund details screen where you will input relevant information about the sale (Reason, Method, Date, and Time) then select the Refund Sale button.
   
   
   
   
5. If the refund processes correctly then a confirmation message will appear with the Sale ID, Amount Refunded, and the Method of Payment.