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Performing a refund within Sage 200


We recommend that you perform all refunds from within Sage 200. This ensures that you Sage 200 and Sage Payment Solutions details are always up-to-date.

In the Sales Ledger module, select Adjust Transactions > Refund Online Card Receipt.al fee and no monthly minimum volumes.



Select whether you are refunding a sales ledger receipt or a receipt taken with a sales order. A list of transactions will then be displayed.



Choose the transaction that you want to refund from the list and then click Refund.



You can then refund the money back to the customer’s card.



What are the limitations of performing a refund?

A refund uses the same card details as the original transaction so you will not be able to refund:

  • If the card has expired. If you have been provided with another card.

  • If the authorisation was not taken via the Protx system.


Access to new customers

  • American Express has millions of active Card members nationwide. Some may already be your customers. They'll be happy to see you're accepting the Card, especially if they participate in one of the various American Express rewards programs.

  • By displaying the American Express logo on your website, you can attract new customers and take away the uncertainty of shopping online - to American Express Cardmembers the logo represents reassurance and security.


Higher spend by American Express Cardholders:

  • American Express premium cards come with no pre-set spending limit. Therefore, your bottom line benefits from the sale of high-margin goods and services.


Marketing your Business to a global network of affluent cardholders:

  • Showcase your business to an affluent demographic with above average internet access and increased online spend.


  • By accepting American Express cards, you can increase your exposure to millions of Cardmembers from all over the world and attract additional customers at no extra cost, by promoting your business on our global Cardmember offers site American Express Selects:

    More about AMEX Cardmember offers


Security

  • Closed loop transactions - American Express is both the card issuer and the acquirer, minimising your risk of fraud and chargebacks.


Monthly management information