/
Refund a closed check

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

  • 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/WorldPay and OpenEdge credit card transactions can be refunded using the Order Entry refund process. For PAX devices the Vantiv account should be enrolled in OmniToken to avoid the PAX prompting for Card Tap/Swipe again for the refund . Other card processors may require contacting the processor directly to process a credit card refund or some version of Tokenization for the account.  

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.

 

 

Related articles

General Refund(Overring)

Refund a Credit Card

Reopen Closed Check

 

Related content

Refund a Credit Card
Refund a Credit Card
More like this
iPad Charging speed and battery life.
iPad Charging speed and battery life.
Read with this
Credit Card Refund (WinApp)
Credit Card Refund (WinApp)
More like this
Perform a General Refund (Overring)
Perform a General Refund (Overring)
More like this
Reopen a closed check (Win App)
Reopen a closed check (Win App)
More like this
Credit card - Reprint guest check
Credit card - Reprint guest check
More like this