Payments, refunds, and gift cards

Confirm the guest, location, services, taxes, and payment method before completing a transaction. Card information is handled through the configured payment provider and should never be written into notes.

Open the original transaction, verify the item and amount, then use the permitted refund action. Refund access should be limited to authorized roles and reviewed in end-of-day reporting.

• Locate the original receipt or transaction.
• Select the eligible item and refund amount.
• Add an internal reason and confirm the destination payment method.

Gift-card reporting separates sales, issuance, and redemption activity. Use campaign and channel reporting to understand online sales and redemption rates without treating outstanding cards as daily revenue.