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Net sales, tax, gratuity, and tip values

Refunds do not affect financial data on the day of the original order. Refunds only affect financial data on the day of the refund.

Refunds affect financial data in Toast reporting in the following ways:

Net Sales

Net Sales figures decrease by the amount of the refund.

For item-level refunds, this includes both the total Net Sales and the Net Sales for sales categories, revenue centers, dining options, tax rates, discounts, service charges, service periods, and service areas.

Tips

Refunded credit card tips decrease the Tips field by the refunded amount.

Refunds on gratuity service charges do not affect tip amounts in reports, because these charges are accounted for as part of the check total, not as part of the tip.

Tax

Refunded tax amounts decrease the tax. This includes both the tax amount on refunded items and taxes that are refunded using the Tax only refund type.

Gratuity service charges

Refunded gratuity service charges decrease the Gratuity figures.

The following example illustrates the effect of refunds on financial data.

A dine-in check from Lunch in the Main Dining Room on December 14 contains the following items, service charges, and tip.

Check item, service charge, or tip

Price

Cheeseburger

$6.50 ($5 price + $1.50 tax)

Non-gratuity service fee

$5.00

Gratuity

$2.00

Tip

$3.00

These were all refunded on December 15.

On December 15, the following figures decrease:

Finance value

Decrease

Notes

Total Net Sales

-$10.00

$5 Cheeseburger + $5 Non-Gratuity Service Fee

Gratuity

-$2.00

 

Food Sales Category

-$5.00

Cheeseburger

Tax

-$1.50

 

Tips

-$3.00

 

Dine In

-$10.00

$5 Cheeseburger + $5 Non-Gratuity Service Fee

Revenue center for this check

-$10.00

$5 Cheeseburger + $5 Non-Gratuity Service Fee

Lunch service period

-$10.00

$5 Cheeseburger + $5 Non-Gratuity Service Fee

Main Dining Room service area

-$10.00

$5 Cheeseburger + $5 Non-Gratuity Service Fee