If you need to adjust a price on a closed transaction rather than just refund a single line item(s), it is recommended that you do a FULL refund and then reapply the sales items with the correct price.
In some cases, you don’t always have the time and opportunity for this method, especially when you have a Guest right in front of you.
For this scenario, we can process a negative sale for an Activity called “Partial Refund” that is configured to not require any Resources/Taxes/Services Charges. This allows us to refund a $ amount and not affect any commission/gratuity data from the original transaction.
How to Process a Partial $ Refund
Step 1:
Open the profile for the Guest you would like to Refund – for these type of refunds you MUST search a Guest POS profile
Step 2:
Select "Activities Package"
Step 3:
Search the Activity “Partial Refund”
NOTE: All search functions have the option to search all fields. Leave the search box blank and select “Search” – this will populate all items within that field
Step 4:
Select the Activity – all sales data will automatically populate
Step 5:
The Date will automatically populate to the current date
Step 6:
Enter in the Quantity -1
THIS IS AN IMPORTANT STEP
Step 7:
The Price will automatically populate to the configured price, but you may enter the amount you would like to refund
Step 8:
Total will automatically populate – this will be a negative amount
Step 9:
Select “Save” – you have added partial refund sale
NOTE: Total Amount Due will be negative
Step 10:
Select “Tender Payment”
Step 11:
Select the method of payment you would like to refund with
Step 12:
Confirm the amount and select “OK”
Step 13:
The invoice will pop open in a new tab – if you are connected to a receipt printer, a receipt will print
Step 14:
Navigate back to the Payment screen, here you can see the amount refunded – at this point, you have processed a partial $ refund!
