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 an order 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. 

To refund an order, select the items you would like to order (they will appear highlighted in blue when selected) and 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 when issuing refunds for entire items, you will issue a refund for the sale price, a pro-rated portion of the tip of that order, and the associated tax. 

For example, if you are refunding a $13.50 item, and the tip on this order was 20%, your total refund would be $13.50 + $2.70 = $16.20 (plus tax)

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. 

All refunds must be given a 'Refund Reason' 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. 


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