How Do I Refund a Payment? (Next Gen)

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There are two methods for refunding a payment.  Which one you use is dependent on a couple of factors.

Method 1: Traditional Refund 

If the customer has the closed check receipt, or the cashier can search for it in the system, you will use the "Traditional Refund" method.

 

Retrieve the order:

  1. Tap the blue hamburger button in the bottom right of the screen.
  2. Tap search open checks on the top menu bar.
  3. Search for the check using the text box or predefined buttons.
  4. Select the check you want to refund, and select Reopen.

For a Partial Refund:

  1. After reopening the check, swipe right on the items to return the necessary ones.
  2. Go to the Payments screen.
    • If credit:
      1. Tap Return Difference to refund the amount for the returned items
    • If cash:
      1. Add a new payment type and select Cash.
      2. Tap Apply Refund.

For a Full Refund:

  1. After reopening the check, go to the Payments screen.
  2. Tap Refund Payment. If cash, a prompt will appear, notifying the cashier of the payment due.
  3. Swipe right on each item to return it.
  4. Once the cashier returns all items, go to the Payments screen and tap Close Check.

  search_open_checks_2.png

Method 2: Return Item Refund 

  1. This method is a slightly more straightforward process as it does not require reopening a check. However, it needs the customer to be present to issue a refund.
  2. Select the item that the customer is returning or getting refunded from the menu.
  3. Swipe right to return the item (after the cashier has returned the item, the item’s text will be yellow).
  4. Choose the Refund Reason.
  5. Select Payment.
  6. Select the type of refund that should be applied (i.e., cash or credit refund).
  7. Click Apply Refund, OK, and then Close.

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