Toast Refunds and Bbot

This article will describe how Refunds performed in Toast will be handled in Bbot and when refunds need to be done in the Bbot system in order to return the funds to the guest.

Kinds of Refunds in Toast

Voids - Voids in Toast are used to remove items from a check.
Comps - Comps are discounts that are added to a check to take a specific amount off of the check.

How Each Kind of Toast Refund Works With Bbot

Voids: Voids are the only kind of refund that will sync over into Bbot when performed on a closed check.
Comps: Will only pull over into Bbot on an open cloud tab. If a comp is performed on a closed order or closed Tab the refund will need to be performed on the Bbot Owner Panel as well.

Note: any refunds that are performed on a closed check will require an adjustment to the payment amount of the check or a negative balance due error will prevent the check from closing out. See this article for How To Adjust the Payment Amount on a Check.

How to Perform a Refund In Bbot

Go to owner.bbot.menu
Click 'Past Orders' under the 'Financial' section of the Owner Panel.
Find the order you need to edit. You can search by Date, phone number, order number, location code, last 4 digits of card, or card expiration date.
Click 'Issue Refund'.
Click "Full Refund' or 'Partial Refund' and select the items you would like to refund then click 'Next'.
If performing a partial refund, select 'Partial Refund By %' or 'Partial Refund by $' and enter how much you would like to have refunded.
Enter Refund Reason then click 'Submit'