Issue a Refund

How to Issue a Refund from the Merchant Portal

  1. Click Transactions in the Navigation Menu and then select Transactions. 
  2. Locate the Transaction you would like to Refund and select the View Summary Button, represented by a Chart Icon, to the left of the Transaction Number.
  3. On the Transaction Summary page, select the Full Refund Button.
  4.  A Confirmation Pop-Up will appear, if you are sure you would like to fully refund the Transaction, select OK.
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  1. Click Transactions in the Navigation Menu and then select Transactions.
  2. Locate the Transaction you would like to Refund and select the View Summary Button, represented by Chart Icon, to the left of the Transaction Number.
  3. Select the Refund Button.
  4. Select the checkboxes next to the Products you would like to Refund, and click the Calculate Total Button.
  5. Select the checkbox next to the Tender you would like to Refund the amount to.
  6. Enter the amount to be refunded base on the Refund Total listed in the panel above.
  7. Select Refund Button. 
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How to Issue a Refund from the Register

  1. Select the Orders Button from the Launch Screen, and the select the Completed Tab.
  2. Find the Order you wish to refund.
    1. Select the Completed Button in the left column and scroll through the Completed Orders List in the center of the screen, OR
    2. Select the Search Button in the left column and search for the Order by either entering the Date/Time for the time perios durin which the relevant Order occurred, or by the Order Number.
  3. Once located, tap the Order Panel in the center of the screen. The Order information will load in the Receipt Viewer on the right side of the screen.
  4. Press the Full Refund Button at the bottom of the Receipt Viewer.
  5. A pop-up will appear with information about the Order you are refunding.
  6. To proceed with the refund, press the Refund Button.
  7. If you wish to cancel the Refund Process for any reason, press the Cancel Button.

Note: If the Order you wish to refund was completed while your register was offline, and the Order has not been uploaded yet, read here for more information.

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  1. Select Orders form the home screen
  2. Tap the Sales/Completed Tab
  3. Tap the Completed Button in the left column
  4. Locate the Transaction for which you wish to refund Items
  5. Tap the Transaction to load it in the Receipt Viewer on the right side of the screen
  6. Press the Refund Items Button
  7. Tap the Item(s) that is being returned and needs to be refunded
  8. In the Refund Quantity Pop-up, enter the quantity of the Item to be refunded using either the plus/minus buttons, or the keypad
  9. Once all Items that need to be refunded are selected, press the Calculate Refund Button below the Receipt Viewer
  10. If there is only one Tender associated with the transaction:
  11. The Refund Balance will be automatically applied to that Tender, and the Tender will appear on the Payments Tab in the Receipt Viewer
    1. If there is a Tip applied to the Tender, you can choose to refund the Tip Amount by tapping the Tender, and pressing the Yes Button on the Include Tip Pop-up
    2. Press the Refund Button below the Receipt Viewer to complete the Partial Refund
    3. Choose a Receipt option
    4. If there are multiple Tenders associated with the transaction:
  12. Tap a Tender to which you would like to refund a portion of or the entirety of the Refund Balance
    1. Enter the amount to be refunded to that Tender in the Refund Amount Pop-up using either the plus/minus buttons or the keypad.
    2. If there is a Tip Amount applied to that Tender, you may choose to include it in the Refund Total by checking the box next to the Tip Amount in the Refund Amount Pop-up
    3. Repeat with all desired Tenders until the Refund Balance in the Order Summary Panel at the top of the screen is $0.00
    4. All Tenders to be refunded will appear on the Payments Tab in the Receipt Viewer
    5. Press the Refund Button below the Receipt Viewer to complete the Partial Refund
    6. Choose a Receipt option
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