Refund an Order on Terminal

**Please Note: If you use Toast integration, you will need to refund inside of Toast as well so reporting syncs up properly. You may also reference this article on how to refund a customer from the Owner Panel if needed. 

To edit or refund orders from the Terminal you must first find the order by viewing recent orders. On the left-hand side, you will see the Order Number and Location Code along with any additional checkout information. You will also see the total charge, order time, and fulfillment time on the right. 

Select the items or the order that you would like to refund (your selection will appear highlighted in blue) and then select the 'Refund" button in the bottom left of the screen.

This will open a pop-up window containing the selected item(s) where you will see two different options for issuing the refund

By Item

If you select 'By Item,' the full amount of the selected item(s) will be refunded. Please keep in mind that refunding making a refund 'By Item' that the refund will include the sale price of the item, the tax, and a pro-rated portion of the tip.   

By Amount

If you would prefer to instead issue a refund for a specific amount or percentage of the sale or tip, then navigate to the 'By Amount' tab. Here you can refund by a fixed amount or by a percentage by selecting from the drop-down menu and entering the amount of Sale or Tip you would like to refund. 

The 'Refund Reason' is a required field and will be used for the "Refund Reason Report". The refund reason can be selected from the dropdown menu.

If the reason for the refund is 'Out of Stock', you have the option to 86 the item in Bbot. 

When you are ready, click 'Refund'

You will be prompted to enter your 4-digit pin. A Manager/Owner pin is required to process the refund. 

Once the manager pin is entered the refund will be automatically processed. 

Owners/Managers now have the ability to refund Service Fees connected to free orders. To do so, select refund 'By Item,' select all item(s), choose a refund reason, and click 'Refund.' Any connected Service Fee and tax will be fully refunded. 

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