Step 1: Open the Dashboard Menu
From the top bar, click on the Dashboard icon (bar graph icon highlighted).
This opens the reporting options.
Step 2: Navigate to Dynamic Transactions Monitor
Hover over Reports (blue button).
Select Dynamic Transactions Monitor from the dropdown.
Step 3: Enter Search Criteria
In the Dynamic Transactions Monitor:
Enter the Machine Reference name.
Set Time Interval (e.g., “Last week”).
Click View Report.
Step 4: Locate the Transaction
Scroll through the transaction list and find the one needing a refund.
Right-click on the row with the transaction.
Select Request Refund from the menu.
Step 5: Fill Out the Refund Form
Review the transaction details.
Under Refund Details:
Enter a refund confirmation email.
Enter the customer’s email along with your email and separate both with a comma. No space is needed. This is send a confirmation email to you and the customer about the refund confirmation.
Input a Refund Reason (e.g., “Product not dispensed”).
Choose Refund Full Amount or Partial Amount if applicable.
Click the green Request Refund button.
Note: It may take up to 4 business days for the refund to appear in the customer’s bank account.
Step 6: Verify Refund Request Status
Once the refund is requested:
The background color of the transaction row turns blue.
This indicates the Refund Request has been placed.
Step 7: Approve or Decline the Refund (Admin Only)
Right-click on the blue-highlighted row.
Select Approve/Decline Refund.
A new window will pop up and you can confirm by clicking on the Approve button.
Step 8: Confirm Refund Approval
Once approved:
The row’s background color will change to green, confirming the refund was successfully approved.
Summary of Status Colors
Blue = Refund Requested
Green = Refund Approved