POS System
3 min read
Processing refunds and voids
Understanding the difference between voids and refunds, and how to process them securely.
Handling errors and changes in orders is a daily part of restaurant life. SmarTables distinguishes between 'voids' (before payment) and 'refunds' (after payment) to keep your accounting accurate.
Security is paramount: these actions usually require specific manager-level permissions.
Step-by-Step Instructions
- Voiding an Item: Open the active order in the POS, select the item, and click 'Void' before finalizing the bill.
- Processing a Refund: Go to Order History, find the completed transaction, and select 'Issue Refund'.
- Reason Selection: Choose a reason for the void/refund (e.g., 'Customer Change', 'Kitchen Error') for audit purposes.
- Confirmation: Confirm the amount and payment method for the refund.
Pro Tips
- Always check your local tax laws regarding refund documentation.
- Use the 'Reason' field to track frequent issues in the kitchen or front-of-house.