Run an unreferenced refund

A merchant can use their POS to initiate an unreferenced refund on their payment device.

Note: To run a referenced refund, view our refund guide.

Integration steps

To run an unreferenced refund using Payroc Cloud, integrate with the following:

Step 1. Create a refund instruction.
Step 2. View the status of a refund instruction.
Step 3. View the details of the refund.

Before you begin

Bearer tokens

Use our Identity Service to generate a Bearer token to include in the header of your requests. To generate a Bearer token, complete the following steps:

  1. Include your API key in the x-api-key parameter in the header of a POST request.
  2. Send your request to https://identity.payroc.com/authorize.

Note: You need to generate a new Bearer token before the previous Bearer token expires.

Example request

$curl --location --request POST 'https://identity.payroc.com/authorize' --header 'x-api-key: <api key>'

If your request is successful, we return a response that contains your Bearer token, information about its scope, and when it expires.

Example response

1{
2 "access_token": "eyJhbGc....adQssw5c",
3 "expires_in": 3600,
4 "scope": "service_a service_b",
5 "token_type": "Bearer"
6}

Headers

To create the header of each POST request, you must include the following parameters:

  • Content-Type: Include application/json as the value for this parameter.
  • Authorization: Include your Bearer token in this parameter.
  • Idempotency-Key: Include a UUID v4 to make the request idempotent.
$curl
>-H "Content-Type: application/json"
>-H "Authorization: <Bearer token>"
>-H "Idempotency-Key: <UUID v4>"

Errors

If your request is unsuccessful, we return an error. For more information about errors, see Errors.

Step 1. Create a refund instruction

To send a refund instruction to a device, send a POST request to the Devices endpoint.

Request parameters

To create the body of your request, use the following parameters:

Request

processingTerminalIdstringRequired>=4 characters<=50 characters
Unique identifier that we assigned to the terminal.
orderobjectRequired
Object that contains information about the refund.
operatorstringOptional>=0 characters<=50 characters
Operator who initiated the request.
customerobjectOptional
Customer contact and address details.
ipAddressobjectOptional
Object that contains information about the IP address of the device that sent the request.
customizationOptionsobjectOptional
Object that contains available options to customize certain aspects of an instruction.

Example request

POST
/v1/devices/:serialNumber/refund-instructions
1curl -X POST https://api.payroc.com/v1/devices/ \
2 -H "Idempotency-Key: 8e03978e-40d5-43e8-bc93-6894a57f9324" \
3 -H "Authorization: Bearer <token>" \
4 -H "Content-Type: application/json" \
5 -d '{
6 "processingTerminalId": "1234001",
7 "order": {
8 "amount": 2899,
9 "currency": "AED",
10 "orderId": "OrderRef6543"
11 }
12}'

Response fields

If your request is successful, we send the refund instruction to the device.

Note: The response returns a value of inProgress for status and an identifier for the instruction that you can use to check the status of the instruction. To get a link to the refund, go to Step 2.

The response contains the following fields:

Response

refundInstructionIdstringRequired>=1 character<=36 characters
Unique identifier that our gateway assigned to the instruction.
errorMessagestringOptional
Description of the error that caused the instruction to fail.
statusenumOptional
Indicates the current status of the instruction. - `canceled` – The instruction was canceled before it was completed. - `completed` – The instruction has completed. Use the link to check the resource. - `failure` – The instruction failed. Check the error message for more information. - `inProgress` – The instruction is currently in progress.
Allowed values:

Example response

Response
1{
2 "refundInstructionId": "a37439165d134678a9100ebba3b29597",
3 "link": {
4 "rel": "self",
5 "method": "GET",
6 "href": "https://api.payroc.com/v1/refund-instructions/a37439165d134678a9100ebba3b29597"
7 },
8 "status": "inProgress"
9}

Step 2. View the status of a refund instruction

To check for updates to the status or view the details of the refund, send a GET request to the Refund Instructions endpoint.

Before our gateway sends a response, it waits for up to 30 seconds for the status of the instruction to change. We recommend that you keep the session open until the status of the instruction changes or the request times out.

If the status of the instruction doesn’t change, send another GET request. Our gateway waits up to 30 seconds for the status of the instruction to change. Continue to send GET requests until the status changes.

Important: Wait until you receive a response from our gateway before you send another request.

Request parameters

To create the body of your request, use the following parameters:

Path parameters

refundInstructionIdstringRequired>=1 character<=36 characters
Unique identifier of the refund instruction.

Example request

GET
/v1/refund-instructions/:refundInstructionId
1curl https://api.payroc.com/v1/refund-instructions/ \
2 -H "Authorization: Bearer <token>"

Response fields

If your request is successful, we return the details of the refund instruction.

If the status of the refund instruction is inProgress, our gateway waits up to a minute for the status to change before it returns a response.

Response

refundInstructionIdstringRequired>=1 character<=36 characters
Unique identifier that our gateway assigned to the instruction.
errorMessagestringOptional
Description of the error that caused the instruction to fail.
statusenumOptional
Indicates the current status of the instruction. - `canceled` – The instruction was canceled before it was completed. - `completed` – The instruction has completed. Use the link to check the resource. - `failure` – The instruction failed. Check the error message for more information. - `inProgress` – The instruction is currently in progress.
Allowed values:

Example response

Response
1{
2 "refundInstructionId": "a37439165d134678a9100ebba3b29597",
3 "link": {
4 "rel": "refund",
5 "method": "GET",
6 "href": "https://api.payroc.com/v1/refunds/CD3HN88U9F"
7 },
8 "status": "completed"
9}

Step 3. View the details of the refund

To check whether the processor approved or declined the refund, send a GET request to the Refunds endpoint.

Request parameters

To create the body of your request, use the following parameters:

Path parameters

refundIdstringRequired=10 characters
Unique identifier that our gateway assigned to the refund.

Example request

GET
/v1/refunds/:refundId
1curl https://api.payroc.com/v1/refunds/ \
2 -H "Authorization: Bearer <token>"

Response fields

If your request is successful, we return the details of the refund.

Response

refundIdstringRequired=10 characters
Unique identifier that our gateway assigned to the refund.
processingTerminalIdstringRequired>=4 characters<=50 characters
Unique identifier that we assigned to the terminal.
orderobjectRequired
Object that contains information about the refund.
cardobjectRequired
Object that contains information about the card.
transactionResultobjectRequired
Object that contains information about the transaction response details.
operatorstringOptional>=0 characters<=50 characters
Operator who requested the refund.
customerobjectOptional
Customer contact and address details.
paymentobjectOptional
Object that contains information about a payment.
supportedOperationslist of enumsOptional
Array of operations that you can perform on the transaction. - `capture` - Capture the payment. - `refund` - Refund the payment. - `fullyReverse` - Fully reverse the transaction. - `partiallyReverse` - Partially reverse the payment. - `incrementAuthorization` - Increase the amount of the authorization. - `adjustTip` - Adjust the tip post-payment. - `addSignature` - Add a signature to the payment. - `setAsReady` - Set the transaction’s status to `ready`. - `setAsPending` - Set the transaction’s status to `pending`. - `setAsDeclined` - Set the transaction’s status to `declined`.
customFieldslist of objectsOptional
Array of customField objects.

Example response

Response
1{
2 "refundId": "CD3HN88U9F",
3 "processingTerminalId": "1234001",
4 "order": {
5 "amount": 4999,
6 "currency": "USD",
7 "description": "Refund for order OrderRef6543",
8 "orderId": "OrderRef6543",
9 "dateTime": "2024-07-02T15:30:00Z"
10 },
11 "card": {
12 "type": "Visa Credit",
13 "entryMethod": "keyed",
14 "cardNumber": "453985******7062",
15 "expiryDate": "1225"
16 },
17 "transactionResult": {
18 "type": "refund",
19 "status": "ready",
20 "responseCode": "A",
21 "responseMessage": "OK5",
22 "approvalCode": "000000",
23 "authorizedAmount": -4999,
24 "currency": "USD"
25 },
26 "customFields": [
27 {
28 "name": "yourCustomField",
29 "value": "abc123"
30 }
31 ]
32}

Before you test your integration

To test your integration with a payment device, first complete the following tasks:

  • Get the serial number of the payment device.
  • Connect the payment device to the internet.

Test cases

Create a refund instruction for when the card isn’t present

Step 1. Create a refund instruction

Send a POST request to the Devices test endpoint:

https://api.uat.payroc.com/v1/devices/{serialNumber}/refund-instructions

Example request

1{
2 "operator": "jbloggs",
3 "processingTerminalId": "1021",
4 "order": {
5 "orderId": "4fd4-99bc",
6 "currency": "USD",
7 "amount": 1000
8 },
9 "customizationOptions": {
10 "entryMethod": "manualEntry"
11 }
12}

Step 2. Retrieve the status of the refund instruction

Send a GET request to the Refund Instructions test endpoint:

https://api.uat.payroc.com/v1/refund-instructions/{refundInstructionId}

If the status of the refund instruction is inProgress, our gateway waits up to a minute for the status to change before it returns a response. Send GET requests until the value for status changes to completed.

Note: If the status of the refund instruction is failed or canceled, contact your Payroc Integration Engineer.

Example response

1{
2 "refundInstructionId": "3743a9165d134678a9100ebba3b29597",
3 "status": "completed",
4 "link": {
5 "rel": "refunds",
6 "method": "GET",
7 "href": "https://api.payroc.com/v1/refunds/DD6ZDQU7L27"
8 }
9}

Step 3. Retrieve the status of the refund instruction

Send a GET request to the Refunds test endpoint:

https://api.uat.payroc.com/v1/refunds/{refundId}

Use the refundID that you received in the response from Step 2.

Example response

1{
2 "paymentId": "DD6ZDQU7L2",
3 "processingTerminalId": "1021",
4 "operator": "Postman",
5 "order": {
6 "orderId": "4fd4-99bc",
7 "dateTime": "2023-07-26T16:42:25.018Z",
8 "description": "Example payment",
9 "amount": 1000,
10 "currency": "USD"
11 },
12 "customer": {
13 "shippingAddress": {}
14 },
15 "card": {
16 "type": "MasterCard",
17 "entryMethod": "keyed",
18 "cardNumber": "500165******0000",
19 "expiryDate": "0328",
20 "securityChecks": {
21 "cvvResult": "M",
22 "avsResult": "Y"
23 }
24 },
25 "transactionResult": {
26 "type": "sale",
27 "status": "ready",
28 "approvalCode": "OK3",
29 "authorizedAmount": 1000,
30 "currency": "USD",
31 "responseCode": "A",
32 "responseMessage": "OK3"
33 }
34}