This article will explain:

• What a 'Refund' is
• How to locate a past closed account
• How to perform a Item Refund on Oolio PIP
• Refund can not be done on P@T with Opay

What is a 'Refund':

A Refund is when a customer has purchased items, but needs to have their payment reversed. This can be done easily in WaiterMate by opening the closed account and then removing one or more items from it and reversing the payment.

The benefit of finding the closed account is that an amended tax invoice can be produced for the customer.

Step 1 - Find the Closed Account

1. Select the 'System Admin' icon in WaiterMate

2. In the 'Daily Tasks' tab, select the 'Closed Accounts' button

3. Choose the relevant date using the arrows

4. Choose the 'Account Type' for the desired closed account

4. Use the following filters to narrow down the search for the closed account by selecting the;

Search Icon

• Receipt#
• Date Range
• Shift
• Customer
• Amount (Approximate amount)
• Eftpos Code

Account Type Icon

• Choose the account type (choose multiple if unsure)

Payment Type Icon

• Choose all of the possible (choose multiple if unsure)

5. Select the 'Closed Account' from the list once found

Step 2 - Choose the items to be Refunded

1. Select the 'Refund' icon from the closed account

2. Confirm the intention to process a refund

If the stock control module is enabled, choose if the items are to be wasted or not

3. Select the item(s) to be refunded

4. Select the 'Ok icon

Step 3 - Process the Reverse Payment

The original payment to this account will be shown. The 'Amount Due' will be a negative amount.

1. Select the desired payment type to return the payment to the customer ie. Savings Acc

2. Process the payment

Follow the prompt on the Oolio Pinpad to finish the refund.