POS - Processing a Refund

Refunds can be processed on the POS terminal. This process can be completed by following the below steps:

1. Begin by logging into the POS terminal using your unique pin code or dallas key and select the ‘Options’ tab. This tab may have a different name depending on your site set-up.

2. Then select ‘Recall Account’.

3. To search for the closed table, you can use the ‘Table Number’, ‘Receipt Number’ if you have a copy of the receipt, or, the ‘Account Number’. Once the required account has been found, select ‘Reopen Account’.

4. The ‘Do you want to reopen Account Number’ prompt is displayed. Select ‘Yes’.

5. The account is now open. You can either select the payment from the right-hand side or select ‘Refund’ to refund the payment. Select ‘Refund’ and then select the payment from the right-hand side.

6. A manager approval may be required to complete the guest refund.

7. The payment has now moved to the left-hand side of the screen. To confirm the refund, select ‘OK’.

8. The payment has now been refunded and two copies of the refund receipt will print for you and the guest. If this were a cash payment the till drawer would open, and you could refund the guest their cash.

Refunding a Single Item

When performing a single item discount within the same trading day session we do this by opening a

previously closed account and not the refund button on the manager functions screen. This allows us to

see the exact account the refund has been perfromed on.

1. Once you have logged into the till. Navigate your way to the Options/Other Functions screen.

2. Once you have reached the options screen select ‘recall account’ genrally located at the top of the screen. As seen below:

3. When recall account has been selected. A list of up to 1000 accounts will appear on the right hand side. In the middle of the screen, there are number of filter options to help you find the correct account. Once you have found the correct account, selected account will be highlighted in yellow, press reopen account. You will only be able to reopen accounts from the current days trading session.

4. Once the account has been reopen the order lines will move to the right and the correction lines will move over to the left. The correction buttons will be in the middle as seen below.

5. In the example above we will be looking to refund the Guiness.

6. As the account we have reopen has previously been paid off, we are unable to clear off the items, meaning we will need to select another correction method. In this scenario we will select refund. If refund is unavailable Void or Waste should be selected. Remembering Void will place item back into the stock system and waste will take it out of the stock system.

7. Once the refund has been selected, you would need to select the item you wish to refund. Once the Guinness has been selected. It will move over to the correction line.

8. Once OK has been pressed on the above picture, you will be taken back to the pay panel.

9. On the order pad on the Theme, you will see a negative amount. This amount is the price of the Guinness that is too expected to be paid back to the customer.

10. To complete the refund, choose the payment method you wish to complete to refund too. It is good practice to refund back to same payment method that the transaction it was completed with.

11. Once the refund is complete, you will be logged out of the till and taken back to the log in screen.