To Issue a Refund on the POS Terminal
Open the transactions list from the bartender home page by selecting the icon on the bottom left corner and to the right of the settings gear, or if using a handheld, from the top left corner.
Select the order to be refunded and tap the Refund icon in the bottom right corner adjacent to the order total.
Input the amount to be refunded. It is recommended to refund the entire order instead of a partial order.
Select the green check mark adjacent to the text box.
Scan a manager-employee wristband to finalize.
To Issue a Refund from the Dashboard
Go to the Events tab, filter for, and select your event.
Select Payment Transactions.
Use Filters to find the transaction you want to refund.
Click View on the right.
On the next page, click the Actions dropdown and click Refund.
Enter a reason and press Refund.
To Issue a Partial Refund from the Dashboard
Issuing partial refunds is not a suggested practice, but sometimes 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.
Go to the Events tab. Enter the event name, choose your Organizer name, and click Filter.
Click Orders.
Use Filter to find the transaction you want to partially refund.
Click View to get to the order details.
Scroll to the bottom of the page and click “View” again to see the Payment Transaction.
In the upper right corner, click Actions, then Refund.
Enter the amount you want to refund and provide a reason for the refund.
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:
Go to the Events tab, filter for, and select your event.
Select Payment Transactions.
Use Filters to find the transaction you want to partially refund.
Continue with steps 6-8 above.