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Moneris iPP320: Doing a Refund

Introduction

You can do three types of refunds. You can do a refund for the full amount of a bill before your end of day (that’s still part of an un-submitted batch). You can do a full refund of a bill that was part of a submitted batch and from a previous day. As well, you can do a partial refund for a bill that’s part of a batch or from a previous day.

Refunding a Bill before you Close Your Day

1. From your floor plan, tap Orders.

2. Tap the bill you wish to refund and tap the More button. Tap Refund Sale.

3. Tap Full Refund.

4. Tap the Integrated Refund option.

5. Follow the prompts on the iPP320 terminal and swipe or insert the card when prompted.

6. Remove the card when prompted.

7. Close the sales refund invoice.

8. You are returned to the Closed Bills tab. Your refunded negative sales invoice is moved to Closed Bills.

9. Your end of day will properly reflect the original bill and the matching refund. In the example pictured above, we’ll assume we’ve only performed a single transaction for the day. We can see our order for $90.40 matched with a $90.40 refund.

Refund Process is Interrupted

If for some reason you are interrupted and you did not complete the refund process, you can access Bar Tabs and find your negative refund invoice under bar tabs. The refund sale invoice is automatically named after the bill number of the refunded bill. Tap it and tap Edit Order to open it (or right swipe on the order).

When you open the refund sale invoice, you will notice all items in the refunded bill are negative quantities. If the items have programmed mandatory modifiers, ignore the warning. If the refunded items are inventoried, TouchBistro returns the inventory count. As well TouchBistro correctly calculates the refunded tax. Tap Checkout to close out this refund invoice.

Performing a Partial Refund

These steps assuming you’re refunding a bill for the current day. If the bill that needs to be refunded is from a previous day, find the bill via Bill / Guest Check History.

1. From your floor plan, tap Orders.

2. Tap the bill you wish to refund and tap the More button. Tap Refund Sale.

3. Tap Partial Refund.

4. Swipe left on the items you don’t want to refund and tap Delete.

5. Tap Checkout. Ignore any warnings about unsent items.

6. Tap the Integrated Refund option.

7. Follow the normal steps for performing a full refund.

Performing a Refund for a Bill from a Previous Day

If you need to refund a bill from a previous day, it will no longer be found under the Closed Bills tab. Use the Bill / Guest Check History option.

1. Tap Admin | Bill / Guest Check History.

2. Use the date/time wheels to set a search range based on the date/time the bill was paid. Tap Refresh.

3. Locate the bill in the search results and tap it.

4. Tap Refund Sale.

5. Tap Full Refund.

6. Tap the Integrated Refund option.

7. Follow the prompts on the iPP320 terminal and swipe or insert the card when prompted.

8. Remove the card when prompted.

9. Close the sales refund invoice.

Performing a Partial Refund

There may be times you need to perform a partial refund, instead of a complete refund of the bill. For example, you need to refund one item. In the below example, we’ll assume the customer returns before the end of day and the batch submission.

1. From your floor plan, tap Orders.

2. Tap the Closed Bills tab, tap the bill you wish to refund, tap More and then tap Refund Sale.

3. After tapping Refund Sale, TouchBistro creates the refund sale invoice under Bar Tabs. So tap that.

4. The refund sale invoice is automatically named after the bill number of the bill with the return. Tap it to open it.

5. Examine the bill and determine what item(s) you’re refunding. In this example, we’re going to refund the price of the pilsner plus the tax.

6. So open the refund sale invoice, you will notice all items are negative quantities. However, we’re only interested in balancing out the refund for the pilsner. So we need to delete the items not refunded.

7. Tap each item and tap Delete or use the group action selection icon and delete several items at once.

8. Verify only the items you want to refund remain and then tap Checkout.

9. Tap the Payment Terminal Refund option.

10. Follow the prompts on the terminal and swipe or insert the card when prompted.

11. Remove the card when prompted.

12. Close the sales refund invoice.

Reprint a Credit Card Slip

If you need to reprint a credit card slip, see this guide for complete details.

Troubleshooting

If you receive the message “EXCEEDS REFUND LIMIT”, this indicates you’ve exceeded Moneris’s cap on the dollar value of refunds you can perform in one day. Please contact the Moneris Merchant Service Centre for an increase.

Customer Support

Our help site offers helpful guides, videos, step-by-step tutorials, live workshops, and more, for all TouchBistro products. If you can't find what you're looking for, our customer support team is available to you any time, day or night. And yes, even holidays and weekends!

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