Refunding a payment is useful when a customer pays with the wrong credit card or tender type.
(Ex: Customer paid with his personal card instead of a corporate card. Paid cash, then decided they wanted to charge it to their card)
Re-opening an order is useful when you need to make an adjustment to an order after it's been paid for. Re-opening an order will move the order from Closed back to Open orders. This way you do not need to process a return, then recreate the order. You can make adjustments, then reprocess the payments.
(Ex: You closed an order but forgot to add/remove an item from the bill. The order is closed and a discount was not applied)
To refund a payment and re-open an order:
- Go to Orders > Closed and select the order that needs the payment refunded
- Tap Refund Payments
- Choose the Payment(s) to be refunded, then tap Next
- Tap Refund to confirm
- The order is now moved to the Open Order tab
- Recall the order to:
- Tender a different payment type
- Apply a missing discount
- Add/Remove missing items from the order
Refunding a Partial Payment:
If an order has received a portion of the bill, but its not paid in full, you can refund the payment.
To do this:
- Open the partially paid order under Orders > Open
- Tap to open the order
- At the bottom of the order, there will be a Payments section itemizing the current payments for the order
- Swipe left on the payment type you wish to refund
- Tap Refund to confirm
*Note* Refunding payments may affect customer's reporting please refer to article below for more information :
Refunds are not appearing on right side of Summary Report
*Note* When refunding a Gift Payment it will appear as cash on the reports.
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