How to Refund a Guest
You can refund fully or refund items on a guest's order via the Bbot Owner Panel or the Bbot Terminal. To issue a refund through the Bbot Owner Panel, log into the Owner Panel and navigate to 'Past Orders' under the 'Financials' heading.
All orders for the previous 7-day period will be listed however you can filter the results by changing the start date, end date, or by clicking 'Add a Filter'.
Once you've found the order, click the plus button to expand the record and view the details. This expanded view of the order will also provide you with the options of "Email Receipt" or "Issue Refunds".
To process the refund, click the 'Issue Refunds' button.
You can click on either 'Full Refund' or 'Partial Refund' and will need to select all items that you would like to refund. On full refunds, you can also refund any service charges that have been applied to the order, as well. After selecting the items to refund, click 'Next'.
You will need to select a reason for the refund from one of the options in the dropdown menu before completing the refund. The "Refund Reason" field will also be shown in the "Refund Reason Report".
If 'Other' is selected, you will need to enter the reason for the refund in the 'Custom Refund Reason' text field.
If you select 'Partial Refund', you will need to select either the percentage or the dollar amount to refund.
Partial Refund By %: Select the percentage of the total sales and the percentage of the tip you would like to refund. Click Submit.
Partial Refund By $: Select the dollar amount of the total sales and the dollar amount of the tip you would like to refund. Click Submit.
To mark an order as tax-exempt, click the 'Mark Tax Exempt' button.
Note: once a refund is issued, it cannot be undone! If you use Toast integration, you will need to refund inside of Toast as well, so the reporting syncs up properly. This will also not refund the Stripe processing fee of 2.79% + .30, only the Bbot Tithe amount that has been added.
For any questions about refunding a guest, please contact our Support Team at email@example.com.