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Issuing Refunds

Refunds can be issued by a manager on the POS device or in the Organizer Dashboard.

Updated over 2 months ago

To Issue a Refund on the POS Terminal

  1. Open the transactions list from the bartender application home page by selecting the "Orders History" icon in the bottom left corner, or, if using a handheld, from the top right corner.

  2. Select the order to be refunded and tap the Refund icon in the bottom right corner adjacent to the order total.

  3. Input the amount to be refunded. It is recommended to refund the entire order rather than a partial refund.

  4. Select the green check mark adjacent to the text box.

  5. Input an authorized manager PIN to finalize.

To Issue a Refund from the Dashboard

  1. Go to the Events tab, filter for, and select your event.

  2. Select Orders from the menu.

  3. Use the Filters to find the order you want to refund.

  4. Click 'View' on the right.

  5. On the next page, click the Actions dropdown and click Refund.

  6. Select a reason and press Refund.

Screenshot 2023-08-21 at 10.23.26 AM.png

To Issue a Partial Refund from the Dashboard

Issuing partial refunds is not a suggested practice, but sometimes it can’t be avoided. The best practice is to fully refund the transaction at the time of the sale and start over. If this isn’t possible and a partial refund must be issued, follow the steps below.

  1. Go to the Events tab. Enter the event name, choose your Organizer name, and click Filter.

  2. Click Orders.

  3. Use the Filter to find the transaction you want to refund partially.

  4. Click 'View' to access the order details.

  5. Scroll to the bottom of the page and click “View” again to see the Payment Transaction.

  6. In the upper right corner, click Actions, then Refund.

  7. Enter the amount you want to refund and provide a reason for the refund.

  8. Click Refund, then OK.

Note: If you know the transaction you’re looking for, you may be able to skip Steps 1-5 and instead do the following:

  1. Go to the Events tab, filter for, and select your event.

  2. Select Payment Transactions.

  3. Use Filters to find the transaction you want to refund partially.

  4. Continue with steps 6-8 above.

Screenshot 2023-08-21 at 9.59.32 AM.png

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