Refunds should be used when the payment needs to be returned to the guest after the food has been prepared and paid for. Refunds are not tied to orders or tickets. The refund will be issued referencing a present receipt so that the order can be verified and the refund amount confirmed.
If a receipt is not available, search for the ticket with Transaction Review to confirm the original order and verify the amount owed to the customer.
- From the Managers Menu, tap Refund
- Tap Cashier Name, it will automatically insert the cashier’s name assigned to this register. If you are a manager issuing the refund, the button is labeled, "Manager Name"
- Tap on Manager Name and select the manager responsible for issuing the refund (Managers are listed to the right in the Selection Box)
- Tap Refund Amount and enter the amount. The appropriate tax fills in automatically. To remove the tax and offer a flat-amount for the refund, tap on the Select to Remove Sales Tax button
- Tap Refund Reason and choose one of the reasons from the Selection Box
- Tap Process Refund and choose a payment method
Notice: Credit Card Refunds
The card must be physically present or you'll need to collect the card information and manually enter the data. With EMV security, the POS does not store credit card data.
Archived: Version 8, Register freezing when issuing a refund
Version 8 requires all registers to have a register number assigned. Without a register number assigned in the register options, the register will freeze when attempting to issue a refund.
Assigning a Register Number:
- Go to Managers Menu > Register Setup > Register Options by Terminal > on the general screen,
- Select the dropdown menu and choose a register option from the list.
- Save and then exit the Register Options screen and navigate back to the Managers Menu
- Retry the refund