How to Refund an Order

Article author
Nicole Amero
  • Updated

How to Refund an Order

Step 1:

Select the menu button at the top left corner of the POS screen and click Orders:



Step 2:

Select the order you wish to request a refund on. In the example below order 89007 is highlighted in darker gray to show that it has been selected. Next, on the right hand side you will see the receipt for that order. Select .


Step 3:

The box will pop up once you have selected you will notice the Order

# is on the top of the screen. Make sure the blue check marks are selected next to any item on the order you wish to have refunded. Next, open the “Select a refund reason” drop down menu.

Step 4:

Select a reason from the list

Step 5:

Verify that the correct reason is selected, in this example it is because of “Insufficient inventory”. Next, select the Refund button.

NOTE: This will not actually refund the order, it will merely put the order into a queue of requested refunds and a manager will have to approve it to finalize the refund.


Step 6:

Once you have selected Refund, you will be taken back to the orders screen and you will see the order is now highlighted in pink. It is pending a refund completion via the Refund App.

Step 7:

Open the Refund App, you should see Pending Refunds. This application requires a valid login.

You can also search for an order by selecting the hamburger menu on the top left corner:


Step 8:

On the pending refunds page, select the order number that correlates to the one you requested a refund from. In this example we are looking for Order #89007.

Step 9:

Select the appropriate order by tapping on it, you will now see the order details. Notice it has the location on the top left, the order number on the very top center of the page, the reason for the requested refund, the selected items, and the amount of the requested refund. If all of that information is correct, then select the green refund box at the bottom of the screen.


Step 10:

Once all pending refunds have been completed, the screen will look like this:











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