The closed orders screen shows the completed orders of a specific store, café or restaurant within the last three months.
Here, you can sort orders and search for orders with the date and time fields.
You can also search for orders by setting a specific time period.
You can tap into past closed orders for further details including receipt, customer name, customer comments and applied discounts. You can also choose to email or print the order receipts.
To issue a refund for a closed order, just click the Refund button and confirm.
Orders paid in cash can only be refunded in cash.
Order paid via card must be refunded via pin pad and the same card.
Orders paid via Mobile payment will be refunded to the bank card connected to the mobile app, as long as it is the same card the customer paid with.
Orders paid via gift card will be refunded to same gift card.
If loyalty points were awarded to the customer, those points will be deducted from their balance upon issuing a refund.
Similarly, any loyalty points used by the customer towards the order payment will be returned to their balance.
Let’s review the refund process for some typical cases.
Hit the refund button to begin the process.
Again, If the order was paid by cash it must be refunded in cash. If the cash drawer is connected to the POS Terminal, it will automatically open for the cashier to issue a cash refund. The receipt printer will then print a Refund receipt for the customer. The balance shown in the ‘cash drawer’ module will be automatically updated.
If the order was paid via card, then clicking Refund will activate the pin pad for card entry. Then, insert or swipe the card used for the original payment. The refund will then be initiated by the payment processor.
Please note that card refunds may take up to ten business days to reach the customer’s account, so we suggest asking the customer to hold on to the refund receipt until the refund is complete. If there’s any questions related to particular orders, get in touch with our support team.
If the order was paid via the store mobile app, the refund will be added to the balance of the card connected to the mobile app, providing it’s the same card used to pay for the original order. Refund confirmation will be to the customer via their mobile app. The customer will also receive a push notification confirming the refund.
Mobile app refunds may also take up to ten business days.
If the order was paid via Gift card then the refund must be issued to the same gift card. After tapping refund, Yuma will ask for the gift card number or to swipe the gift card. Once the software has identified the gift card, just confirm the refund and the balance will be updated.