Refund button

[GabiM]

Why toast don't have a refund button for all transactions?

And on the toast pos we don't have a refund button ?

[nbunda · Accepted solution]

Toast uses the word "Refund" exclusively for payments that have been captured (including all cash payments). Typically with card payments, this happens at 4am. Until then, CC payments are still technically pending. Meaning, if you are trying to refund an order paid with a credit card on the same day, it's better to "Adjust" the payment down to the correct amount if you are refunding a specific item, or just "Void" the payment altogether if you are going to comp/void the entire order. Both of these actions appear on the Payment Screen for that check when you have an existing card payment selected.

Voiding/Adjusting a Same-Day (Uncaptured) Payment
Whether you "void" the payment or just "adjust" it depends entirely on whether you are refunding the entire order or just part of it.

• A partial refund would mean you void/comp an item on the check first to get a negative balance due, and then adjust the existing payment down to the new total and hit Update. (Or do a cash refund if they paid in cash)
• A full refund would mean you void the payment off the check first, then void/comp the entire check.

Refunding a Captured Payment
For refunds beyond the same day, the "Refund" button is on the payment screen for the check, but it will only appear if the user logged in has the refund permission. The process is self explanatory, but it's important to note that the "Refund" process in Toast does not adjust the original payment amount, so there is no need to void or comp the items you are refunding, unless you are very granular with inventory and usage.

Either way, from the guest's point of view:

1. A payment that you "Refunded" in Toast will typically mean a separate line on their statement for a negative amount.
2. A payment that you "Adjusted" in Toast will typically mean the original amount just changes on their statement, so it's still just one line.
3. A payment that you "Voided" in Toast will typically drop off their statement completely, as if they never paid at all.

[Rob]

I couldn't have said it better myself; thanks for posting this super descriptive explanation!