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Payments, Banks, and Gift Cards

Everything you need to know about adding and manipulating payments on the SALIDO POS.

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Refund or Charge a Credit Card Payment (iDynamo 6 Card Reader on EPX)

Jeremy Swift
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Operations leveraging SALIDO's native processing platform, EPX, can perform Credit Card Refunds or Charges directly from the SALIDO Bridge!

If your restaurant is not yet processing with EPX, please contact your Account Manager or SALIDO Support for more information on how to begin the conversion process, and see Refund a Credit Card Payment (MagTek iDynamo and eDynamo) instead.

NOTE: Bridge Refunds and the ability to view Check and Payment Details are managed by four (4) newly created permissions in Employee Roles:

  • Charge Payments
  • Refund Payments
  • View Check Details
  • View Payment Details

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Users must have all four permissions in order to issue Bridge Refunds. See Create a Role for more information on how to enable Bridge Refunds for your Team!

 

Issue a Credit Card Refund from the SALIDO Bridge

  1. Select Checks from the SALIDO Bridge Main Menu
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  1. Locate the desired check and select the Three Dots
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  1. Select Details from the dropdown
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  1. Select Details from the Payments section
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  1. Scroll to the Adjust Payment section

    Select Refund or Charge
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  1. Enter the Refund or Charge Amount
NOTE: Always include a decimal point to indicate dollars and cents!
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  1. Select Submit
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  1. Processing
WARNING: DO NOT Navigate away from the page while processing!
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  1. Refund Succeeded!
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  1. Select Options to Print or Download a copy of the refund transaction receipt
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Sample Refund Transaction Receipt

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Issue a credit card refund from the SALIDO POS during the current Business Day

  1. Open or Reopen a check on the SALIDO POS
 Refund_a_CC_Payment_-_POS_001.png
  1. Select Pay from the Check Action Drawer in the bottom left of the screen
 Refund_a_CC_Payment_-_POS_002.png
  1. Review the payment information
 Refund_a_CC_Payment_-_POS_003.png
  1. Select the red X on the right-hand side of the Payment Detail Line
 Refund_a_CC_Payment_-_POS_004.png
  1. Select Confirm or Cancel from red highlighted Payment Detail Line
 Refund_a_CC_Payment_-_POS_005.png
  1. A refund receipt prints and the payment is removed from the check

 

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