How to Process a Refund Using the Kayana mPOS Application

Overview

The Kayana mPOS application allows you to process full or partial refunds directly from the card reader. Refunds can be initiated from the Transactions section, where you can locate the original transaction and issue the refund securely using an authorization code.

This guide explains the step-by-step process for processing refunds using the Kayana mPOS application on a card reader.

Step 1: Open the Menu

From the mPOS application home screen, tap the menu icon located at the top-right corner of the screen.

The menu icon is represented by three horizontal lines stacked on top of each other (commonly referred to as the hamburger menu icon).

Tapping this icon will open a sidebar menu.

Step 2: Navigate to Transactions

From the sidebar menu:

1. Tap Transactions.

You will now see a list of transactions displayed in a tabular view.

Step 3: Locate the Transaction

Scroll through the transaction list and locate the order you wish to refund.

Once you find the relevant transaction:

1. Tap on the transaction.

This will open the Order Details page.

Step 4: Click the Refund Button

On the Order Details screen, locate and tap the Refund button.

This will open the Refund screen, where you can choose the type of refund.

Step 5: Select the Refund Type

On the refund screen, you will see two options:

• Full Refund
• Partial Refund

Full Refund

If you select Full Refund, the total order amount will automatically be displayed as the refund amount.

Partial Refund

If you select Partial Refund, a field will appear where you can:

1. Enter the specific refund amount you wish to process.

After selecting the refund type or entering the refund amount, tap the Refund button.

Step 6: Enter the Authorization Code

After initiating the refund, you will be taken to the Authorization Code Required screen.

1. Enter the authorization code in the provided field.
2. Tap Confirm at the bottom of the screen.

This step verifies and authorizes the refund transaction.

Step 7: Refund Confirmation

Once the refund is successfully processed, a confirmation screen will appear.

On this screen, you will see the following options:

• Print Merchant Copy
• Print Customer Receipt
• Email Receipt

You can choose the appropriate option depending on whether the receipt needs to be printed or emailed to the customer.

Summary

Using the Kayana mPOS application, you can quickly process refunds by:

• Accessing the Transactions section
• Selecting the relevant transaction
• Choosing between full or partial refund
• Entering the authorization code
• Printing or emailing the refund receipt

This allows refunds to be securely processed directly from the card reader without accessing the Partner Admin dashboard.

Next step:

If you need to process refunds from the Partner Admin dashboard instead of the card reader, refer to this guide our guide explaining How to Process a Refund from Partner Admin.