Refund an Order in Shift4 Venue

Description: Learn how to perform a refund in the Shift4 Venue point-of-sale (POS) system and approve refunds in the Orders application.

What Is a Refund?

A refund returns funds to the customer. Common reasons for issuing a refund include:

• The customer was dissatisfied with the services or products purchased.
• The customer received the wrong items.
• The customer overpaid for an item.
• The customer paid with the wrong payment method.

Refund an Order in Shift4 Venue

1. Log in to the Shift4 Venue POS system.
2. Select the hamburger menu (three lines) in the top left corner of the menu screen.
   
3. On the dropdown menu, select Orders. The orders screen displays.
   
4. Locate the order to be refunded and select Details.
   
5. On the Order Details page, select Request Refund on the right side of the screen.
   
6. On the Request Refund screen, select a reason from the Select a Refund Reason dropdown menu.
   
7. Select the item to be refunded, or select the option to refund the entire order.
   

8. Select Refund at the bottom of the screen.
   

   Note: Selecting Refund places the request in a queue for manager approval. The refund is not finalized until a manager approves it in the Orders application.

9. You are returned to the Order Details page. Select one of the following options on the right side of the screen:

   • View Refund — view the refund details.
   • Receipt — print a receipt showing the remaining items (partial refund) or a zero amount (full refund).
   • Print Refunds — print a refund receipt showing the refunded (negative) amount.

   Note: To print a receipt that shows the refunded amount as a negative value, select Print Refunds. Selecting Receipt prints a receipt with the remaining order items or a zero amount only.

10. Select X to return to the Orders page.
11. From the Orders page, select the hamburger menu (three lines) to navigate to another area. Available options include:
    • Menu
    • Orders
    • Configuration
    • Refresh Config
    • Sync Network Data
    • Debug
    • Logout

Approve a Refund in the Orders Application

1. Open the Orders application and select the venue where the refund was submitted.
   
2. From the left menu, select Orders.
   
3. Select Pending Refunds.
   
4. Select the order for which you want to approve the refund, then select Refund at the bottom of the screen to approve.
   

Video Refund Demonstration