How to refund an order

Quality and Training
36 steps
5 minutes

Opentender

Refunding Orders

Refunds can be performed partially or in full by refunding specific items, modifiers and/or tip amounts.

Warning! Refunds can not be undone.

Navigate to **Direct Ordering Admin Panel**

Click "**Orders**", either from the side navigation, or the **Orders** card on your homepage

Click **"Orders Review & Search"** or search for the order in the top right with the order number

Search for the order to refund and click on the **Order ID**

Click **"Refund"**

Partial Refunds

Partial refunds can be performed for items and priced modifiers.

For a partial refund, click the **+ icon** next to the item or modifier you would like to refund

Click **"Calculate Refund"**

Click **"Apply Refund"**

To view the partial refund performed, click on **"Refunds"** from the selected order

Click on the **Order ID**

From the Refund Summary, you'll see the refund amount next to **Order Total**

Refund Tip Amount

Partial refunds can also be performed for tip amounts.

To refund a Tip Amount, follow steps 1-5 to land on the Order Refund page

Enter the tip amount that you would like to refund *(for example $5.00)*

Click **"Calculate Refund"**

Click **"Apply Refund"**

To view the tip amount refund performed, click on **"Refunds"** from the selected order

Click on the **Order ID**

From the Refund Summary, you'll see the refund amount next to **Order Total**

Refund Order in Full

To perform a Full Refund, follow steps 1-5 to land on the Order Refund page

Click **"Refund In Full"**

Click **"Calculate Refund"**

Click **"Apply Refund"**

To view the full refund performed, click on **"Refunds"** from the selected order

Click on the **Order ID**

From the Refund Summary, you'll see the refund amount next to **Order Total**

You will also see the "Payment Status" change from **Paid** to **Refunded** on the Order Summary page

Refund Reporting

Navigate to **Open Tender Admin Panel**

Refunds appear on multiple reports, including: - **Receipts** - **Tenders Summary** - **Tenders** - **Credit Cards** To view only refunds on any of these reports, change the **Sale Type** to **"Refund"** Additionally, you can download a CSV of each the above reports, excluding **"Credit Cards".**

Click "**Reporting**", either from the side navigation, or the **Reporting** card on your homepage

Select one of the Reports that include Refunds. For example, **Receipts**

Filter the report using any of the available filters and if you would like to see only refunds, change the **Sale Type** to **"Refund"**

Click **"Reload Results"**

View the Receipts Report Refunds

Follow steps 30-32 for the rest of the Reports to view the refunds performed

Tenders Summary Report Refunds

Tenders Report Refunds

Credit Cards Report Refunds

How to refund an order

Quality and Training
36 steps
5 minutes

Opentender

Refunding Orders

Refunds can be performed partially or in full by refunding specific items, modifiers and/or tip amounts.

Warning! Refunds can not be undone.

Navigate to **Direct Ordering Admin Panel**

Click "**Orders**", either from the side navigation, or the **Orders** card on your homepage

Click **"Orders Review & Search"** or search for the order in the top right with the order number

Search for the order to refund and click on the **Order ID**

Click **"Refund"**

Partial Refunds

Partial refunds can be performed for items and priced modifiers.

For a partial refund, click the **+ icon** next to the item or modifier you would like to refund

Click **"Calculate Refund"**

Click **"Apply Refund"**

To view the partial refund performed, click on **"Refunds"** from the selected order

Click on the **Order ID**

From the Refund Summary, you'll see the refund amount next to **Order Total**

Refund Tip Amount

Partial refunds can also be performed for tip amounts.

To refund a Tip Amount, follow steps 1-5 to land on the Order Refund page

Enter the tip amount that you would like to refund *(for example $5.00)*

Click **"Calculate Refund"**

Click **"Apply Refund"**

To view the tip amount refund performed, click on **"Refunds"** from the selected order

Click on the **Order ID**

From the Refund Summary, you'll see the refund amount next to **Order Total**

Refund Order in Full

To perform a Full Refund, follow steps 1-5 to land on the Order Refund page

Click **"Refund In Full"**

Click **"Calculate Refund"**

Click **"Apply Refund"**

To view the full refund performed, click on **"Refunds"** from the selected order

Click on the **Order ID**

From the Refund Summary, you'll see the refund amount next to **Order Total**

You will also see the "Payment Status" change from **Paid** to **Refunded** on the Order Summary page

Refund Reporting

Navigate to **Open Tender Admin Panel**

Click "**Reporting**", either from the side navigation, or the **Reporting** card on your homepage

Select one of the Reports that include Refunds. For example, **Receipts**

Filter the report using any of the available filters and if you would like to see only refunds, change the **Sale Type** to **"Refund"**

Click **"Reload Results"**

View the Receipts Report Refunds

Follow steps 30-32 for the rest of the Reports to view the refunds performed

Tenders Summary Report Refunds

Tenders Report Refunds

Credit Cards Report Refunds