-
It is additionally helpful to have a full copy of the customer's check
(printed or screenshot) if you want to recreate the order to get to the
exact refund amount.
-If not, you can create an open item for the refund amount. There are some additional adjustments that have to be made in this method
Refund Process 1: Recreate Order (no tip or gratuity)
- Open a new check and input the original order
- Select all items
- Go to Check Options > Refund
- You'll now see the items are red and the total is negative
- Go to Close Check
- Select Credit Card or Appropriate Tender
- Manually enter the card info or swipe the card the refund amount will go back onto
Refund Process 2: Open Item
- Navigate to a screengroup that has an open item option (this will vary per location)
- If you need to add an open item -
Add Open Item (note that this article is only accesible by onePOS tech)
- When prompted for an open item name, you can put 'REFUND'
- When prompted for price, put in the full total of the amount that needs to be refunded, including any tax or tips
- Select the open item, go to Check Options, then select Tax Exempt
- When prompted for tax exempt reason, you can also put 'REFUND'
- Go to Check Options > Refund
- You'll now see the items are red and the total is negative
- Go to Close Check
- Select Credit Card or Appropriate Tender
- Manually enter the card info or swipe the card the refund amount will go back onto