> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.eatos.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# 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](#3-perform-full-refunds)
* [Perform Partial Refunds - Dashboard](#3-perform-partial-refunds)
* [Perform Custom Refunds - Dashboard](#3-perform-custom-refunds) 
* [POS Full Refunds](#3-pos-full-refunds)
* [POS Partial Refunds](#3-pos-partial-refunds)

---

### Perform Full Refunds

**Dashboard**

${vimeo}[How to Process Full Refunds](999476096)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_xryupi.png)

**Step 2:** On the **Sales** section select **Transactions** 

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_t6ay6t.png)

**Step 3:** Select the sales transaction that requires a refund

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1kmoycm.png)

**Step 4** Select  **Full Refund** to initiate the refund process.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_mn03p3.png)

**Step 5:** Tap **Select a Reason**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_194njmt.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1fuxucv.png)

**Step 6** Tap **Refund** to complete the refund process and to close the transaction

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_br5qk5.png)

|| **Note: After successfully following these steps, you'll notice that the order's status in the order list will be updated to "REFUNDED."**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1xvxthj.png)

[Back to top](#3-introduction) 

---

### Perform Partial Refunds

${vimeo}[How to Process Partial Refunds](999477151)

**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](#3-perform-full-refunds) 

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

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_yyij1m.png)

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

**Step 6** Tap **Select a Reason**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_13uv6a7.png)

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

**Step 7** Tap **Refund** to complete the refund process and to close the transaction

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_jm4oot.png)

|| Note: After successfully following these steps, you'll be prompted with the order's status updated to **"Refund Successful"**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1xse29s.png)

[Back to top](#3-introduction) 

---

### 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](#3-perform-full-refunds) 

**Step 4:** Select  **Custom Refund** to initiate the refund process.
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1gxldwm.png)

**Step 5** Enter the custom amount to be refunded and tap **Select a Reason**
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1exoegj.png)

**5a.** Select the appropriate reason, as well as add a note regarding the refund if applicable.
![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_l9wue9.png)

**Step 6** Tap **Refund** to complete the refund process and to close the transaction

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1lhj7a.png)

|| **Note: After successfully following these steps, you'll be prompted with the order's status updated to "Refund Successful"**

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_xphhyu.png)

---

### POS Full Refunds

${vimeo}[Process Full Refund](999485883)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_jai5qk.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1hwfkn9.png)

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

|| Note: Make sure the ticket is **Closed** before processing the refund.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1gq4g62.png)

**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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1m1aw1u.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_15nx1rp.png)

**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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_yh3r7u.png)

[Back to top](#3-introduction) 

---

### POS Partial Refunds

${vimeo}[Process Partial Refund](999484949)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_lenuek.png)

**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.

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_dwlop.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1hyld24.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1vzimf.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1cjkhcx.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/74260be74e639800/image_1jjhyr7.png)

---

### 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. 

[Back to top](#3-introduction)