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Refunding a custom amount on a payment

The Custom amount option allows you to specify a specific amount to refund, instead of selecting specific items or charges. When you refund a custom amount, you can also choose to refund some or all of the tip.

Custom amount refunds impact financial reporting differently from other refund types. For details, see Custom amount refunds.

To refund a custom amount on an order:

  1. After you locate the check to refund, select the Refund button, then select Custom amount.

  2. The next page displays the payment method, with fields to specify the custom amount and tip amount to refund. For information about refunds for orders that have multiple payments, see Refunding a check that has multiple payments.

    Screen to enter the custom amount and tip amount to refund
    1. In the Amount field, specify the amount to refund. The Original Amount value reflects the total amount, including items, service charges, and tax. It does not include the tip.

    2. In the Tip field, enter the amount of the tip to refund. Note that the Original Amount value for the tip does not include gratuity service charges.

    3. To continue, select Next.

  3. On the next screen, optionally enter a comment to indicate the reason for the refund.

    This comment appears in the Reports > Cash and loss management > Refunds report.

    To continue, select Next.

  4. On the confirmation screen, review the amount to refund based on your selections.

    To change any of your refund selections, select Back until you reach the appropriate screen. Make your edits, then select Next to return to the confirmation screen.

    Confirmation screen for the refund

    To confirm your refund selections, select Confirm.

  5. Select the receipt option based on how your guest would like to receive a receipt.

    Note that printed receipts are not available when you use the Toast administration back-end to issue a refund.

  6. After completing your receipt selection, you see a Refund Completed message with the refund amount.

    To close the message, select Ok.