How to Complete a Partial Refund

Partial Refunds are useful for when a customer wants to return only part of an Order. For example, a customer may have purchased four shirts, but wants to return only two of them for a refund. In this scenario, you would want to use the Partial Refund Process on your Vital Select.

To start the Partial Refunds Process, select the Completed Tab on the Orders Screen. Then tap the Completed Button in the left-hand column. Locate the Transaction for which you wish to perform a partial refund and tap it to load the Transaction Information in the Receipt Viewer.

Then tap the Refund Items Button below the Receipt Viewer.

 

Tap the Item(s) that are being returned. If a specific Item has a quantity greater than one, the Refund Quantity Pop-up will appear. Enter the quantity of the Item being returned by utilizing either the plus and minus buttons or the keypad. Press continue on the pop-up once the correct quantity has been entered. Repeat until all necessary Items for the refund have been selected and are listed in the Receipt Viewer. Press the Calculate Refund Button below the Receipt Viewer.

 

You will then be directed to a screen where you will apply the Refund Balance to the Tender(s) that will receive the Refund Balance. If there is only one Tender associated with the Transaction, the entire Refund Balance will automatically be applied to that Tender. You will see this information listed on the Payments Tab of the Receipt Viewer.

If there is a Tip Amount associated with the Tender, and you would like to include the Tip Amount in the refund, tap on the Tender. This will load the Include Tip Pop-up. Press Yes on the pop-up to include the Tip Amount in the refund, or No to dismiss the pop-up without adding the Tip to the refund.

 

If there are multiple Tenders associated with the Transaction, you will need to select which Tender(s) will receive the Refund Balance. Tap the first Tender you would like to apply a Refund Amount to. The Refund Amount Pop-up will appear with the total Refund Balance automatically listed as the Refund Amount, unless the amount paid for using that Tender is less that Refund Balance. In that case, the total amount paid using that Tender will be loaded. If you want to enter an amount different than what is automatically listed, use the keypad to enter the Refund Amount for that Tender. If there is a Tip Amount associated with that Tender, and you would like to include that in the Refund, tap the box next to Include Tip so that it is filled with a checkmark.

 

Repeat this process with all Tenders that require a refund until the Refund Balance in the Order Information Panel is $0.00. All Tenders and the amount being refunded to them will be listed on the Payments Tab of the Receipt Viewer.

Once you have finished applying the necessary Refund Amounts to the Tender(s), press the Refund Button below the Receipt Viewer. You will then be directed to the Receipt Screen where you can choose a receipt option.

Step by Step Summary

  1. Select Orders form the home screen
  2. Tap the Sales/Completed Tab
  3. Tap the Completed Button in the left column
  4. Locate the Transaction for which you wish to refund Items
  5. Tap the Transaction to load it in the Receipt Viewer on the right side of the screen
  6. Press the Refund Items Button
  7. Tap the Item(s) that is being returned and needs to be refunded
  8. In the Refund Quantity Pop-up, enter the quantity of the Item to be refunded using either the plus/minus buttons, or the keypad
  9. Once all Items that need to be refunded are selected, press the Calculate Refund Button below the Receipt Viewer
  10. If there is only one Tender associated with the transaction:
  11. The Refund Balance will be automatically applied to that Tender, and the Tender will appear on the Payments Tab in the Receipt Viewer
    1. If there is a Tip applied to the Tender, you can choose to refund the Tip Amount by tapping the Tender, and pressing the Yes Button on the Include Tip Pop-up
    2. Press the Refund Button below the Receipt Viewer to complete the Partial Refund
    3. Choose a Receipt option
    4. If there are multiple Tenders associated with the transaction:
  12. Tap a Tender to which you would like to refund a portion of or the entirety of the Refund Balance
    1. Enter the amount to be refunded to that Tender in the Refund Amount Pop-up using either the plus/minus buttons or the keypad.
    2. If there is a Tip Amount applied to that Tender, you may choose to include it in the Refund Total by checking the box next to the Tip Amount in the Refund Amount Pop-up
    3. Repeat with all desired Tenders until the Refund Balance in the Order Summary Panel at the top of the screen is $0.00
    4. All Tenders to be refunded will appear on the Payments Tab in the Receipt Viewer
    5. Press the Refund Button below the Receipt Viewer to complete the Partial Refund
    6. Choose a Receipt option