How to create a Refund in Heartland Restaurant?

PostedSeptember 13, 2021

UpdatedSeptember 13, 2021

Byhrpos

How do I refund a specific ticket?

Select the desired ticket.
If the ticket is from a previous day you will need to go to Reports, tickets then select correct date and locate ticket. After selecting the ticket number, select view original on the top right.
Select Info from the Left Handed menu Under Ticket Actions select Refund Ticket.
A confirmation will appear to ensure you want to refund the ticket. Once confirmed it will prompt you to enter a reason for the refund.
A new red version of the ticket will populate with the original ticket number with -REF at the end.
From here you can enter additional items to refund if necessary and pay out the negative amount to the desired card or tender. It will show up in reports and balance out.
Click Check Out and select payment type to be refunded. If it’s a credit card, in most cases you will need to have the card data available. A few card processors store the data not needing card data. Consult with dealer.

How do I refund a set/specific amount?

Open a Ticket.
Add amount needing to be refunded with an open/misc priced item.
Select Info from the Left Handed menu Under Ticket Actions select Refund Ticket.
A confirmation will appear to ensure you want to refund the ticket. Once confirmed it will prompt you to enter a reason for the refund.
A new red version of the ticket will populate with the original ticket number with -REF at the end.
Click check out, adjustments, no tax to keep amount originally entered.
Select payment type to be refunded. If it’s a credit card, in most cases you will need to have the card data available. A few card processors store the data not needing card data. Consult with dealer.

How do I create a refund for a specific item, which needs to refund the tax amount as well?

Open a Ticket.
Add items.
Select Info from the Left Handed menu Under Ticket Actions select Refund Ticket.
A confirmation will appear to ensure you want to refund the ticket. Once confirmed it will prompt you to enter a reason for the refund.
A new red version of the ticket will populate with the original ticket number with -REF at the end.
Select payment type to be refunded. If it’s a credit card, in most cases you will need to have the card data available. A few card processors store the data not needing card data. Consult with dealer.

PostedSeptember 13, 2021

UpdatedSeptember 13, 2021

Byhrpos

How do I refund a specific ticket?

Select the desired ticket.
If the ticket is from a previous day you will need to go to Reports, tickets then select correct date and locate ticket. After selecting the ticket number, select view original on the top right.
Select Info from the Left Handed menu Under Ticket Actions select Refund Ticket.
A confirmation will appear to ensure you want to refund the ticket. Once confirmed it will prompt you to enter a reason for the refund.
A new red version of the ticket will populate with the original ticket number with -REF at the end.
From here you can enter additional items to refund if necessary and pay out the negative amount to the desired card or tender. It will show up in reports and balance out.
Click Check Out and select payment type to be refunded. If it’s a credit card, in most cases you will need to have the card data available. A few card processors store the data not needing card data. Consult with dealer.

How do I refund a set/specific amount?

Open a Ticket.
Add amount needing to be refunded with an open/misc priced item.
Select Info from the Left Handed menu Under Ticket Actions select Refund Ticket.
A confirmation will appear to ensure you want to refund the ticket. Once confirmed it will prompt you to enter a reason for the refund.
A new red version of the ticket will populate with the original ticket number with -REF at the end.
Click check out, adjustments, no tax to keep amount originally entered.
Select payment type to be refunded. If it’s a credit card, in most cases you will need to have the card data available. A few card processors store the data not needing card data. Consult with dealer.

How do I create a refund for a specific item, which needs to refund the tax amount as well?

Open a Ticket.
Add items.
Select Info from the Left Handed menu Under Ticket Actions select Refund Ticket.
A confirmation will appear to ensure you want to refund the ticket. Once confirmed it will prompt you to enter a reason for the refund.
A new red version of the ticket will populate with the original ticket number with -REF at the end.
Select payment type to be refunded. If it’s a credit card, in most cases you will need to have the card data available. A few card processors store the data not needing card data. Consult with dealer.