1. Navigate to Payments in the navigation on the left side of your back-end. Select Find checks & issue refund under the Transactions & refunds header.
2. From the Find Checks page, select the Find Checks Search Bar, select Actions from the menu dropdown list, and select Refund.
Refunding Credit Card Payments
1. On the POS, select the Toast icon in the top left corner of your screen and select Find Checks under the Manager section.
Or, in Toast's back-end, navigate to Payments using the navigation on the left side of your screen and under Transactions & refunds select Find checks & issue refund.
2. Use the available filters to locate your check and select Refund from the Actions drop down menu.
Please note, if this credit card payment is still in a stage where it can be voided, this option will appear as Void.
3. After selecting refund, the following page will show payment details from the check and allow you to perform a full or partial refund.
- To complete a Full Refund - Enter the full Subtotal in the Subtotal Field and full Tip amount in the Tip Field.
- To complete a Partial Subtotal Refund - Enter the amount of the Subtotal Field to refund and enter zero "0" in the Tip Field.
- To complete a Partial Tip Refund - Enter the amount of the Tip Field to refund and enter zero "0" in the Subtotal Field.
Note that refunds will not automatically have tax calculated into the refund. So if you are refunding items, you will need to calculate the individual item tax by looking at the check details prior to submitting the refund. Learn more about it here.
Then, we recommend entering a reason for the refund in the Comment section.
4. Select Process Refund. The page will refresh and you will have options to email or text the Refund Receipt to any recipient you wish.
The check will also reflect that the payment was refunded from Find Checks as seen below:
NOTE: If a credit card payment, on the current business day's check, needs to be cancelled, it can be voided before processing. For more information, please review Voiding Items, Payments and Checks.
To refund a partial credit card payment:
You can find recently closed or paid checks that need to be refunded through the Payment Terminal.
1. Select each item on the check that needs to be refunded and choose Remove.
- Items removed will be displayed as crossed out and an adjusted total will be shown.
2. Select Pay to begin the credit card adjustment and partial refund. Select Dismiss if you receive a popup about a negative balance amount due. A negative balance amount due will indicate that the customer is owed an amount due to voided items.
3. Select the payment and press the Balance Due amount to prompt a pop up confirming you wish perform an adjustment.
- The new amount should accurately reflect the check minus the cost of any items voided.
4. Selecting Update will complete the partial refund and update the check to reflect the final total.
5. You may now close the check or select Done to retain it as a paid check to be closed at the end of the shift.
Note that if you've made a mistake on your refund amount you will not be able to submit another adjustment. Toast recommends calling our Customer Care team for assistance.
To refund a 3rd party order:
Note that if you need to refund an order placed through a 3rd party partner, such as Grubhub, you will need to reach out to the partner directly for further assistance.