How to issue a cash refund for a non-cash tender

Full Refund

Vital Select makes it easy for you to perform refunds directly from your POS app. To refund an Order, select the Orders Button from the Launch Screen, and then select the Completed Tab. Find the Order you wish to refund on the Completed Screen by tapping the Completed Button in the left column and scrolling through the Completed Orders List in the center of the screen. If the Order is not included in the current Batch, use the Search Screen to locate the Order by either entering the Date / Time for the time period during which the Order occurred, or by entering the Order Number.

Press the Full Refund Button at the bottom of the Receipt Viewer. A pop-up will appear with information about the Order you are refunding. This includes the Transaction Number, the Date/Time of the Order, and Refund Total. You can use this information to verify that you have selected the right Order and confirm the total that will be refunded.

To proceed with the cash refund, press the Refund With Cash button. If you discover that the information does not match or you wish to cancel the Refund Process for any other reason, you may do so by pressing Cancel.

After you press the Refund With Cash button a small notification will appear briefly at the bottom of the screen saying Refund Completed Successfully. Also, the Cash Refund Total pop-up will appear. Select the OK button to complete the cash refund and dismiss the pop-up.

You will then be directed to the Refunded Screen with the refunded Order loaded in the Receipt Viewer with information about the refund. This information includes the Refund Number, the Date/Time of the refund, the Items in the Order, and the total amount refunded to the tender type used to pay for the Order. You will also be able to print or email a receipt for the refund by pressing the Print Receipt or Email Receipt buttons towards the top of the Receipt Viewer.

Step by Step Summary

Select the Orders Button from the Launch Screen, and then select the Completed Tab
Find the Order you wish to refund on the completed orders tab
Once located, tap the Order Panel in the center of the screen
Press the Full Refund Button at the bottom of the Receipt Viewer
A pop-up will appear with information about the Order you are refunding
To proceed with the cash refund, press the Refund With Cash button
If you wish to cancel the Refund Process for any reason, press the Cancel Button
Press the Okay button to dismiss the Cash Refund Total pop-up

Partial Refunds

Once you have identified and located the Order you wish to refund in the Orders List, press on the panel that contains the Order. The Order will be loaded in the Receipt Viewer on the right side of the screen. Next, tap the Refund Items Button below the Receipt Viewer. You will be navigated to the Item Selection Screen to complete the Partial Refund Process.

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.

Next, tap on the Tender. To preform a cash refund , select the "Refund With Cash" button on located in the bottom center of the pop-up. If there is a Tip Amount associated with the Tender, and you would like to include the Tip Amount in the refund, select the checkbox next to the Include Tip option.

To proceed with the Cash Refund, press the Refund Button below the Receipt Viewer.

After you press the Refund button a small notification will appear briefly at the bottom of the screen saying Refund Completed Successfully. Also, the Cash Refund Total pop-up will appear. Select the OK button to complete the cash refund and dismiss the pop-up.

Step by Step Summary

Select the Orders Button from the Launch Screen, and then select the Completed Tab
Find the Order you wish to refund on the completed orders tab
Once located, tap the Order Panel in the center of the screen
Press the Partial Refund Button at the bottom of the Receipt Viewer
Tap the Item(s) that is being returned and needs to be refunded
Press the Calculate Refund Button below the Receipt Viewer
Tap on the Tender and select the "Refund With Cash" button
Press the Refund at the bottom of the Receipt Viewer
Press the Okay button to dismiss the Cash Refund Total pop-up

Tender Refund Failure

During the refund process, an electric tender failure may occur for many different reasons. If the electronic tender does fail during a refund, the Tender Refund Failure prompt will be displayed. On the prompt two options will be available for you to choose from:

Refund with Cash - This will allow you continue the current refund, but using cash instead of the transaction being refunded to the credit card. This option will be available by default on a refund tender failure, even if the current location does not have the cash tender option enabled.

Try Again - This will retry the electronic tender again to see if it will process. This process can be repeated multiple times to see if the tender will process without failing.

The Tender Refund Failure prompt can not be dismissed or canceled. The only option is to select one of the two options displayed.