In this article, you will learn how to process both full and partial refunds for POS orders. When an order is paid, you have the option to issue a full refund or a partial refund. This guide will walk you through the steps to ensure a smooth refund process, helping you manage transactions effectively and address customer requests promptly.
Note:
Refunds can only be processed for orders that have been fully paid.
Once an item has been refunded, the action cannot be undone.
A PIN with the necessary permissions is required to complete this process.
Table of Contents:
📖 Tutorial
How to Make a Refund
If Access from the POS Main Page:
Click [Order History] on the POS home page to access the page
If Access from the Quick Service Mode:
In the [Quick Service] mode, click [Order History]
If Access from the Table Service Mode:
In the [Table Service] mode, click [TBL SVC Orders]
Select the order that needs a refund, and view the order details.
Click [Refund] to enter the refund page.
Choose the Refund Amount and Reason:
To Refund Based on Item Price:
Under [Item Refund], select the item that needs a refund, or select all items. Input the refund reason in the [Refund Reason] field, or choose a quick refund reason from Quick Input. Finally, click [Submit Refund].
To Refund a Specific Amount:
Select [Amount Refund], and enter the refund amount in the [Refund Amount] field (clicking [Full Refund] will refund the entire amount). Input the refund reason in the Refund Reason field, or choose a quick refund reason from Quick Input. Finally, click [Submit Refund].
After clicking [Submit Refund], you need to input a PIN with the proper permissions.
You can view refunded orders on the order histroy page. Both full and partial refunds will be marked on the order. Partial refunds can continue to be refunded following the above operations.
How to Set Up Refund Reason Shortcuts
In the Store Portal - [Settings], click on [Sales Settings]. In Order Notes Settings, select [Refund Reason]. After inputting the reason, click [Add Note] to apply.