In order to process a refund, you will need the invoice number of the items the Guest would like to return.
To Process a Refund
Guest Can't Find Their Receipt?
Cannot Refund While Pending Sales
To Process a Refund
Step 1:
Select “Return Refund”
Step 2:
Enter the Invoice number and select "Search”
Step 3:
The Refund screen will list all transaction details, including every line item sold and payments applied
Step 4:
Select the individual line item(s) you would like to refund and select a pre-configured refund reason from the drop-down options
Step 5:
If there is a line item with a quantity greater than 1, enter the amount you would like to refund
Step 6:
Select “Accept”
Step 7:
The system will prompt you to confirm the selected items – select “OK”
Step 8:
The Payment screen will populate the original payment amount next to the corresponding Tender name
Step 9:
Select the Tender and confirm the amount you wish to refund (will be a negative amount)
Step 10:
Select “OK”
Step 11:
The invoice will pop open in a new tab – if you are connected to a receipt printer, a receipt will print
Step 12:
Navigate back to the Payment screen, here you can see the amount refunded – at this point, you have processed a refund!
Step 13:
Select Finish Transaction to go back to the Guest POS Profile / close the tab / open another Module – none of these will affect the transaction
Guest Can't Find Their Receipt?
Remember - you MUST have an invoice number to process a refund.
If a Guest cannot locate the receipt/invoice, search their Guest Management profile and look under Purchase History to quickly locate.
Cannot Refund While Pending Sales
If a Guest has pending sale items within their POS profile, you CANNOT process a refund under their account. You must tender payment for the pending items and then process the refund.
