Cash back

Marc1 — Sun, 24 Aug 2025 12:46:16 GMT

Is there anyone out there that operates cash back in toast? For example a customer pays by debit/credit card say £50. this covers £30 for food and the balance of £20 is paid back to the customer in cash. How do you record this transaction in your accounts? I use QuickBooks if that helps?

Re: Cash back

Rob — Mon, 25 Aug 2025 14:45:31 GMT

Thanks for reaching out to the community! We do not support this ability, but hopefully, the community will have a workaround you can use!

Can I offer cash back to guests who pay with debit?

Re: Cash back

Rootsreality — Sun, 19 Oct 2025 05:02:48 GMT

We do this regularly. I created an item for “Credit Card Cash Back” and set it up as deferred revenue in Toast so it does not show up in our sales numbers. I also created items for additional service charges. Our service charges are $0 for under $25, $3 for $26 to $50 and $5 for over $50. Although a selection is required it is actually discretionary. My employees can select no service charge for favored customers if desired. We don’t charge a service fee for small amounts because most of the time small amounts are requested to for leaving a cash tip or for using our jukebox or coin-op pool tables. You should also have employees print out a “Pay Out” in the register to show the cash being removed from the drawer. The cashback amount will appear on the sales summary and Z report as “deferred revenue” but the amount is excluded from the sales total.

We use Quickbooks Desktop. I enter the sales summary items from the Toast Z Report Summary in a daily QB Sales Receipt. You don’t need an entry for the deferred revenue because it is simply an exchange of the payment form - cash exchanged for credit card deposit.

Hope this helps!!

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Cash back

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