Transferring payments (including how to partial refund an overpayment)

See the video attached: 

1. Process to Attach a Payment to a Ticket in SoftPoint POS

   1. Log in to SoftPoint Application:

      • Open the SoftPoint application on your device and log in.

   2. Access Payment Matcher:

      • Tap the three bars in the top right corner.
      • Select Reports > Payment Matcher.

   3. Select Open Ticket:

      • The device screen will display all open tickets.
      • Select the ticket you want to attach the transaction to.

   4. View Transactions:

      • The next screen will show the available transactions.
      • Select the transaction you want to attach to the ticket.

   5. Handling Errors and Partial Refunds:

      • If the transaction is already attached to another ticket, an error message will appear.
      • If you choose Yes to match, the system will notify you that the amount paid is greater than the amount due.
      • In this case, a Partial Refund needs to be processed.

   6. Refund Process:

      • Go back to the Transactions section.
      • Search for the transaction you need to refund (you can search by ticket number, transaction number, guest name, last 4 digits of the card, or card type).
      • Select the transaction to view its details.
      • Scroll to the bottom and select Refund.
      • Choose Partial Refund, then enter the desired amount to refund.
      • Hit Refund to process the partial refund.

   7. Re-matching the Ticket:

      • Once the payment amount and balance due on the ticket match, return to Payment Matcher and repeat the matching process.

   8. Error Message Resolution:

      • If another error message appears stating that the transaction must be removed from the POS first, follow these steps:
        • Log in to the CMC (Central Management Console), select the store, and VNC (Virtual Network Computing) to the terminal.
        • Log in to the terminal.
        • Find the relevant ticket and reopen the check.
        • Delete the payment item associated with the transaction.

   9. Finalizing the Match:

      • After deleting the payment item, go back to the Clover device and repeat the process above to re-match the ticket successfully.