Types of Refunds: Full, Partial, and Custom

Introduction

Providing exceptional customer service includes handling refunds with ease and accuracy. In this comprehensive guide, we'll walk you through the step-by-step process of executing both full and partial refunds using the eatOS platform. Whether you need to address customer concerns, process returns, or accommodate special circumstances, understanding the intricacies of refunds is vital for maintaining customer satisfaction. Join us as we explore the user-friendly features of eatOS that empower you to efficiently manage transactions, ensuring a seamless and positive experience for your customers and staff.

Table of Contents

• Perform Full Refunds - Dashboard
• Perform Partial Refunds - Dashboard
• Perform Custom Refunds - Dashboard
• POS Full Refunds
• POS Partial Refunds

Perform Full Refunds

Dashboard

Step 1: On your eatOS dashboard, navigate to the left-hand navigation bar and tap on Sales.

Step 2: On the Sales section select Transactions

Step 3: Select the sales transaction that requires a refund

Step * Select **Full Refund to initiate the refund process.

Step 5: Tap Select a Reason

5a. Choose or select an appropriate reason for a refund. You can also add extra refund notes.

Step * Tap **Refund to complete the refund process and to close the transaction

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Perform Partial Refunds

Step 1: On your eatOS dashboard, navigate to the left side navigation bar and tap on Sales.

Step 2: On the Sales section select Transactions

Step 3: Select the Sales Transaction that requires a refund

Note: Refer to images from Step 1 to Step 3 above - Perform Full Refunds - Dashboard

Step 4: Select Partial Refund to initiate the refund process.

Step 5: Select the items to be refunded by tapping the checkboxes.

Step * Tap **Select a Reason

6a. Select the appropriate reason as well as add a note regarding the refund if applicable.

Step * Tap **Refund to complete the refund process and to close the transaction

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Perform Custom Refunds

Step 1: On your eatOS dashboard, navigate to the left side navigation bar and tap on Sales.

Step 2: On the Sales section select Transactions

Step 3: Select the Sales Transaction that requires a refund

Note: Refer to images from Step 1 to Step 3 above - Perform Full Refunds - Dashboard

Step * Select **Custom Refund to initiate the refund process.

Step * Enter the custom amount to be refunded and tap **Select a Reason

5a. Select the appropriate reason as well as add a note regarding the refund if applicable.

Step * Tap **Refund to complete the refund process and to close the transaction

POS Full Refunds

Step 1: From the left-hand side of the navbar, tap on Tickets.

Step 2: In the list of transactions, locate and select the specific transaction that you want to refund.

Step 3: On the Selected Ticket swipe left on the total amount paid and select Refund.

Step 4: Next you will be prompted with a Yes or No question. Tap on Yes to confirm the refund transaction or No to cancel the refund request.

Step 5: If you select Yes, select a reason for the refund and tap Done when finished.

Step 6:. The image below shows a ticket that has been fully refunded, ensuring a seamless and hassle-free refund process for both you and your valued customers.

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POS Partial Refunds

Step 1: From the left-hand side of the navbar tap on Tickets.

Step 2: Select the ticket that requires a refund. Please note that the ticket must be marked as completed before a refund can be initiated. Incomplete tickets cannot be refunded.

Step 3: Swipe left on the item you wish to refund and tap on the Refund option to proceed.

Step 4: Select a reason for the refund from the available options.

Step 5: Once you've selected the reason, tap Done to continue.

Step 6: The status will be updated to Partially Refunded, indicating that the refund process has been successfully initiated.

Conclusion

Effortlessly manage customer satisfaction with eatOS. Whether it's a full refund for complete reimbursement or a partial refund for specific situations, eatOS provides the tools for seamless transactions. Elevate your service standards and ensure customer loyalty with the ease of transactional excellence. If you have any questions or require further assistance, feel free to reach out to our dedicated support team.

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Updated on: 06/20/2025