Oracle Simphony: Refund a Check

Overview

Full refunds are possible in Oracle Simphony for both same-day transactions and previously closed checks. You can either void all of the items on a check, or pay the check off with a refund. This article walks through the steps shown in Oracle's own demonstration.

What you'll achieve

You'll have found a closed check and either voided its items or paid it off with a refund on the attached P400 terminal.

Before you start

• You need your Simphony login credentials.

Operational steps

1. Sign into Simphony.
2. Find the list of closed checks. 
3. Select the check to refund, then choose whether to void all of the items on it, or pay it off with a refund to a different payment method/code.
4. If refunding to the payment terminal, the terminal will light up and the receipt for references printed.
5. You can either void off the remaining items on the check or you can paid it off to different payment code. 
6. After you finished that, the check will be automatically closed. 

Expected result

The check is refunded, either by voiding its items or by paying it off with a refund.

Troubleshooting

Oracle's demonstration recommends using a test transaction to confirm refunds are processed correctly before relying on this flow for a real refund.

Need more help?

If a screen doesn't match what's described here, or a refund doesn't go through as expected, please contact your integration partner.