Clover - Issue a refund

Issue refunds and send receipts for specific transactions.
‍Important: Refunds can only be issued by employees who have the Access Transaction > Refund payments permission assigned to their role.

1. On the Home screen, tap Orders or Transactions (depending on your service plan).
2. Select the desired search options to find the transaction you're looking for.
3. Tap the transaction to see details, then tap Issue Refund.
4. On the Refund Payment screen, tap Confirm Refund; then tap OK.

Assign the refund payments permission
1. From a browser, log in to your Clover account.
2. Select Employees > Permissions > Access Transactions > View App Permissions > Refund payments.
3. Select the role you want to associate with Refund payments permission; then select the check mark to add the role to the permission.

Send a receipt

1. On the Home screen, tap Orders or Transactions (depending on your service plan).
2. Select the desired search options to find the transaction you're looking for. For details, see Search, filter, and find transactions.
3. Tap the desired transaction; then tap Send Receipt.
4. Select a method: Email, Text, or Print; then tap Done.

‍Note: Printed receipts are only available for revised transactions, for example, issuing refunds, and a Bluetooth printer must be in range.