Refund a closed check
Note: The credit card must be present when refunding a credit card transaction.
A closed check from any business day can be refunded up to 90 days from the date of the check.
- Locate and reopen closed check:
- Go to Check Search (locate check by using any of the available criteria)
- Tap Reopen Check
- Go to Adjustments. There are two ways to access Adjustments:
- Tap the $ icon on the check panel and tap Adjustments from the pop-up OR
- Tap Payment (red button at top of check panel)
- If Payment was tapped, the payment screen will be shown. Tap Adjustments.
Adjustments screen
- The basic refund workflow is:
- Tap the item
- Tap the reason
- Tap the payment method
- There are two types of adjustments available:
- Check-level adjustment - Adjust Check(s)
- Tap the check under Adjust Check(s) to apply adjustment to the entire check
- Item-level adjustment - Adjust Item(s)
- Tap an item under Adjust Item(s) to apply adjustment to an item
- Check-level adjustment - Adjust Check(s)
- Tap the check or item to be refunded (the line will be highlighted)
- Tap a refund reason
- Tap the original payment method used under Applied Payments.
- There might be multiple payment methods used originally if the guest paid partial payments using cash, credit card or gift card.
Credit card refund
Mercury/Vantiv and OpenEdge credit card transactions can be refunded using the Order Entry refund process. Other card processors may require contacting the processor directly to process a credit card refund.
Refund screen
- When the applied payment is tapped, the Refund screen opens.
- Note that the new balance is negative.
- Select the payment method for the refund by tapping one of the buttons on the top of the screen.
- Tap Apply Payment to refund the check.
- Tap OK and tap Finalize to close the check.