Operations: Cancel Payment / Issue Refund

This article provides step-by-step instructions for canceling a payment or issuing a refund through the POS system.

Prerequisites

Permission Required: Ensure your user profile has the "Reopen a Check" permission enabled. If not, contact your manager or system administrator.​

Step 1: Navigate to Completed Orders

     On the POS system, go to the Completed Orders section.​

Step 2: Locate the Order

      In Completed Orders, find and select the order you wish to modify.​

Step 3: Reopen the Check

      At the bottom of the order screen, tap the Reopen Check button.​

Step 4: Choose Between Refund or Cancel Payment

• Refund: If the order should remain closed and you wish to return funds to the customer, tap Refund.​

• Cancel Payment: If you need to move the order back to Active Orders for further modifications, tap Cancel Payment.​

Step 5: Processing the Refund

When issuing a refund, you have three options:​

1. Entire Payment: Refund the total amount paid.​

2. By Item(s): Refund specific items from the order.​

3. By Dollar Amount: Refund a custom amount.​

Step 6: Canceling the Payment

If you choose to Cancel Payment, the order will move back to Active Orders. The previous payment will be removed, allowing you to add or edit items as needed.​

Notes

    Authorization: Ensure you have the necessary permissions to perform these actions.​​

Need Assistance?

If you encounter any issues or have questions, please contact your manager or system administrator for support.​