Process a Refund

Refund completed transactions from Oolio One POS when a customer payment needs to be reversed. Refunds can be processed for an entire order, selected items, or a specific amount.

Refunds are processed from Order History, where the original transaction and payment details can be reviewed before issuing the refund.

Find the order to refund:

• Open the Navigation Menu in Oolio One POS.

  1. Select Order History.

  2. Find the transaction to refund using the available filters or search for a specific Order Number.
  3. Select the arrow beside the required order.

• 1. The order details display the items purchased, totals, and any applicable surcharges or discounts.

  2. Select Refund Order.

Refund an entire order:

• To reverse the full transaction:

  1. From Order Details, select Refund All.

  2. Review the Issue Refund screen and the available Payment Types.

• The refund amount defaults to the Payment Type used for the original transaction.

• For card transactions, the last four digits of the card used for the original payment are displayed to help identify the card
  1. Select Issue Refund.
  2. Confirm that the refund has been processed successfully.

Refund selected items:

• Use an item refund when only specific products from the original order need to be refunded.

  1. From Order Details, select the products to refund.

  2. Select Refund.

  3. Review the refund details on the Issue Refund screen.

  4. Select Issue Refund.

  5. Confirm that the refund has been processed successfully.

Refund a specific amount:

• Use Refund By Amount when a specific monetary amount needs to be refunded rather than individual products.

• 1. From Order Details, select Refund By Amount.

  2. Enter the amount to refund against the relevant Payment Type or Payment Types.

  3. Review the refund amounts.

  4. Select Issue Refund.

  5. Confirm that the refund has been processed successfully.