Step 1: Verify Heartland Integration Is Installed and Enabled
1. Ensure you are logged in and on the main dashboard.
2. Go to the Integrations section and click on the Integrations tab.
3. In the list of installed integrations, locate Heartland.
4. Click Manage and confirm that the Integration Status is set to Enabled.
Step 2: Open Heartland Point of Sale and Start a New Ticket
1. Navigate to Heartline Point of Sale from your dashboard or menu.
2. In Heartline POS, start a New Ticket.
Step 3: Select the Customer for the Sale
1. In the new ticket, search for and select the customer.
2. For this example, select John Doe as the customer.
3. Add the selected customer to the sale.
Step 4: Add Products to the Ticket
1. In the product search, look up the item(s) you want to sell.
2. Select and add the desired product to the ticket.
Step 5: Place the Order and Complete the Sale
1. Review the ticket total (e.g., $147.69).
2. Proceed to payment by clicking on Tenders.
1. Choose Cash as the payment method.
2. Enter the exact amount (e.g., 147.69).
3. Click Add Payment to apply the payment.
4. Once the payment is applied, click Complete to finalize the order.
5. Confirm that the order has been completed successfully.
Step 6: Initiate a Return for the Completed Order
1. On the completed order screen, locate and click the Return option.
2. Select the item(s) to be returned and specify the return quantity (e.g., change the quantity to -1 for a full return).
1. Confirm that the quantity and return amount are correctly set as negative for the return.
Step 7: Choose Store Credit (Gift Card) as the Return Tender
1. After setting the return quantity, click Tenders again to choose how to refund the amount.
2. In the list of tender options, select Gift Card.
3. Open a new tab or window and navigate to 99minds (the store credit/gift card system).
Step 8: Locate the Customer and Store Credit in 99minds
1. In 99minds, use the search feature to find the customer by name or other identifier.
2. Search for John Doe.
1. Open John Doe’s profile.
2. In the profile, locate the Store Credit section and note the current balance (e.g., $159.69).
Step 9: Copy the Store Credit Number and Apply the Refund
1. From John Doe’s profile in 99minds, copy the store credit number (gift card number).
1. Return to Heartland Point of Sale.
2. In the Gift Card tender field, paste the copied store credit number.
3. Click Lookup to validate and retrieve the current balance (e.g., 159.69).
4. Confirm that this is the correct account to receive the refund.
5. Click Add Refund to apply the return amount to the store credit.
6. Complete the return ticket by clicking Complete.
Step 10: Confirm the Store Credit Has Been Updated in 99minds
• The Amount matches the return (e.g., 147.69).
• The Source is listed as Heartland retail.
• The Amount matches the return (e.g., 147.69).
• The Source is listed as Heartland retail.
• The Timestamp, date, and Client Order ID match the Heartline return transaction.
1. Once verified, you have successfully refunded the order amount to the customer’s store credit.