{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-guides/sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["sub-heading","br","img"]},"type":"markdown"},"seo":{"title":"Set up refund restrictions and limits","description":"Transform your commerce with PXP's unified platform—seamless payments, real-time insights, and global growth in one powerful integration.","lang":"en-UK","siteUrl":"https://developer.pxp.io","llmstxt":{"hide":false,"sections":[{"title":"Table of contents","includeFiles":["**/*"],"excludeFiles":[]}],"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"set-up-refund-restrictions-and-limits","__idx":0},"children":["Set up refund restrictions and limits"]},{"$$mdtype":"Tag","name":"SubHeading","attributes":{},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Configure your devices to require a PIN for refunds, or set up refund limits."]}]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"pin-restriction","__idx":1},"children":["PIN restriction"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["By default, anyone who has access to a POS device can use it to perform a refund. To limit any risk of fraud or misuse, you can set up a six-digit PIN that will be required to reach the refund screen."," ","The PIN is set at the site level for all POS devices associated with that site. However, you can ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"#override-a-pin-restriction"},"children":["override it"]}," at the device level if necessary."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"set-up-a-pin-restriction","__idx":2},"children":["Set up a PIN restriction"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To set up PIN restriction for a site:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://portal.pxp.io","target":"_blank"},"children":["Unity Portal"]},", go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant setup > Sites"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select a site."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Services"]}," tab, find the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Pos service"]}," and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the top right, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Refund PIN settings"]},". ",{"$$mdtype":"Tag","name":"Break","attributes":{},"children":[]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/pos-devices-list.16e6f8e3ae02556b74847c2ce35993e5bc234b4980255a07241b255bcf40d9c5.1a71ebe1.png","alt":"","framed":false,"withLightbox":true,"className":"screenshot","width":"","height":"","align":"center"},"children":[]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["A modal opens. Switch the toggle on to enable PIN restriction.",{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/refund-pin-settings-modal.6dfeef46d4b0577f61cf83bf6d11023bd679fb288f5aab7d2cd32a79ea51bc64.1a71ebe1.png","alt":"","framed":false,"withLightbox":true,"className":"screenshot","width":"","height":"","align":"center"},"children":[]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter a PIN, then enter it again to confirm. Note that you can't use the same digit six times (e.g., ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["111111"]},") or use any ascending/descending sequences (e.g, ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["123456"]},").",{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/refund-pin-settings-modal2.5418cfc1969742c8447d3ad305d187a2d606efef720af932ae7f13048e83df73.1a71ebe1.png","alt":"","framed":false,"withLightbox":true,"className":"screenshot","width":"","height":"","align":"center"},"children":[]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]},". A success message is displayed at the top of your screen."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Your refund PIN is now set and applies to all devices associated with this site. Make sure to securely share this PIN with anyone who may need it."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"override-a-pin-restriction","__idx":3},"children":["Override a PIN restriction"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To override the PIN restriction for a specific device:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://portal.pxp.io","target":"_blank"},"children":["Unity Portal"]},", go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant setup > Sites"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the site that the device is associated with."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Services"]}," tab, find the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Pos service"]}," and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click on the device that you want to override the restriction for."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Feature settings"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Under ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Terminal capabilities"]},", switch the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Refund PIN"]}," toggle off."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]}," in the top right to apply your changes."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This device no longer requires a PIN to perform refunds."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"disable-a-pin-restriction","__idx":4},"children":["Disable a PIN restriction"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To disable a PIN restriction for a site:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://portal.pxp.io","target":"_blank"},"children":["Unity Portal"]},", go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant setup > Sites"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the site for which you want to disable the PIN restriction."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Services"]}," tab, find the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Pos service"]}," and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the top right, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Refund PIN settings"]},". A modal opens."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Switch the toggle off."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]},". A confirmation message is displayed at the top of your screen."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Your refund PIN is now disabled and refunds can be performed without a PIN on all devices associated with this site."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"update-a-pin","__idx":5},"children":["Update a PIN"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To update an existing PIN:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://portal.pxp.io","target":"_blank"},"children":["Unity Portal"]},", go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant setup > Sites"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the site for which you want to update the PIN."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Services"]}," tab, find the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Pos service"]}," and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the top right, click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Refund PIN settings"]},". A modal opens."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Enter your new PIN, then enter it again to confirm. Note that you can't use the same digit six times (e.g., ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["111111"]},") or use any ascending/descending sequences (e.g., ",{"$$mdtype":"Tag","name":"code","attributes":{},"children":["123456"]},")."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]},". A confirmation message is displayed at the top of your screen."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Your refund PIN is now successfully updated and applies to all devices associated with this site. Make sure to securely share this PIN with anyone who may need it."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"refund-limits","__idx":6},"children":["Refund limits"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["You can set up a refund limit, so that only refunds up to a certain amount are permitted. The limit is set at the device level."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"set-up-a-refund-limit","__idx":7},"children":["Set up a refund limit"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To set up a new refund limit:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://portal.pxp.io","target":"_blank"},"children":["Unity Portal"]},", go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant setup > Sites"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the site associated with the device for which you want to set up a refund limit."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Services"]}," tab, find the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Pos service"]}," and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click on the device."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Feature settings"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Under ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["General"]},", switch the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Refund limit"]}," toggle on and choose a limit amount.",{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/refund-limit2.4dbb7262eaab06acde8f0e725c26e11f530804ce48b66b291ea888b38dde87d6.1a71ebe1.png","alt":"","framed":false,"withLightbox":true,"className":"screenshot","width":"","height":"","align":"center"},"children":[]}]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]}," in the top right to apply your changes."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Your limit is now set up for this device."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"update-or-disable-a-refund-limit","__idx":8},"children":["Update or disable a refund limit"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To update or disable an existing refund limit:"]},{"$$mdtype":"Tag","name":"ol","attributes":{},"children":[{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"a","attributes":{"href":"https://portal.pxp.io","target":"_blank"},"children":["Unity Portal"]},", go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Merchant setup > Sites"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Select the site associated with the device for which you want to manage the refund limit."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["In the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Services"]}," tab, find the ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["Pos service"]}," and click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Edit"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click on the device that you want to override the limit for."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Feature settings"]},"."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Under ",{"$$mdtype":"Tag","name":"em","attributes":{},"children":["General"]},", switch the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Refund limit"]}," toggle off or change the limit amount."]},{"$$mdtype":"Tag","name":"li","attributes":{},"children":["Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Save"]}," in the top right to apply your changes."]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["This device's refund limit settings are updated."]}]},"headings":[{"value":"Set up refund restrictions and limits","id":"set-up-refund-restrictions-and-limits","depth":1},{"value":"PIN restriction","id":"pin-restriction","depth":2},{"value":"Set up a PIN restriction","id":"set-up-a-pin-restriction","depth":3},{"value":"Override a PIN restriction","id":"override-a-pin-restriction","depth":3},{"value":"Disable a PIN restriction","id":"disable-a-pin-restriction","depth":3},{"value":"Update a PIN","id":"update-a-pin","depth":3},{"value":"Refund limits","id":"refund-limits","depth":2},{"value":"Set up a refund limit","id":"set-up-a-refund-limit","depth":3},{"value":"Update or disable a refund limit","id":"update-or-disable-a-refund-limit","depth":3}],"frontmatter":{"seo":{"title":"Set up refund restrictions and limits"}},"lastModified":"2026-09-09T16:14:22.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/guides/point-of-sale/pos/refund-restrictions","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}