POS: Payment Surcharge - Service Charge Included for Refunds
Back Office
Payment Settings
Navigation: Log into BO for your Store, then select Settings > Payments > Payment Settings
For the Include Service Charge for Refunds toggle:
- If enabled, the service charge will be added to the Check.
- If disabled (default), the service charge won't be added to the Check.
Store Reports
Refund Report
Navigation: Log into BO for your Store, then select Reports > Refund
- The Service Charge column displays the value of any Service Charge refunded for the select Check.
- The Total Amount will include the Service Charge.
Cashier Out Report
Navigation: Log into BO for your Store, then select Reports > Sale, then select Cashier Out.
- The Service Charge will appear under the Refund section.
- The Total will include the Service Charge.
Sale Recap Report
Navigation: Log into BO for your Store, then select Reports > Sale Recap Report
- The Service Charge will appear under the Refund section.
- The Total will include the Service Charge.
Till Transaction
Navigation: Log into BO for your Store, then select Reports > Till
- The Refund value will also include the deducted Service Charge.
Sales Dashboard
- The Refund value will be added with Service Charge / Surcharge deducted.
Enterprise Reports
Cashier Out Report
Navigation: Log into BO Enterprise, select Enterprise Reports > Sale Report, then select the Cashier Out Report
- The Service Charge line will appear in the Refund section.
- The Total will include the Service Charge.
Sale Recap Report
Navigation: Log into BO then select Enterprise Reports > Sales > Sale Recap
- The Service Charge line will appear in the Refund section.
- The Total will include the Service Charge.
Sales Dashboard (Enterprise)
- The Refund value will be added with Service Charge / Surcharge deducted.
Implementation in POS
Payment
- Log into POS.
- Add Menu Items to an Order.
- Proceed to payment. The Service Charge set in BO will be added to the Check while completing payment.
Refund Screens
Navigation: Log into POS, then select Settings > Refund.
The Amount value will include the Service Charge / Surcharge with the Total value.
- The Service Charge / Surcharge value will be added to the Refund along the with the Check Total.
- The Service Charge / Surcharge will be added to the sub total.
- The Service Charge will be applied for Refund and Refund Menu Item.
- In Refund Receipts the Service Charge / Surcharge amount for the Check will be included.
- For Refund Menu Items: the Service Charge / Surcharge to be calculated proportional to the Menu Items refunded.
- Example: 3 Menu Items have a total value of $30 with a 10% Service Charge for the transaction. 2 menu items are refunded, so the Service Charge for the two Menu Items will be calculated and refunded along with the Menu Item Price.
- The formula for Menu Item Refunds when multiple Items are on a Check = Menu Item + [(Tax / Total) * (Total Service Charge for the Check)]
- By using this formula we can calculate the individual Service Charge for the Menu Item and while performing Refunds for select Menu Items the proportional Service Charge is added.
- Example: Given the following Check:
Menu Item
Item Price
Pasta
$10
Burger
$12
Pizza
$13
Fillets
$15
Subtotal
$50
Tax (10%)
$5
Total
$55
Service charge (4%)
$2.20
Total with service charge
$57.20
- The split for the individual Menu Items will be calculated based on the formula = (Menu Item + Tax / Subtotal) *Total Service Charge.
Notes
- Service Charge / Surcharge inclusion will be only for selective Customers who enable the toggle from BO side. For current Customers the existing Refund process.
- In the event that a Customer adjusts the card Service Charge / Surcharge: the Refund value will be based on the day of the Refund - and not the adjusted Service Charge.
- The Service Charge / Surcharge set from BO for the select Store will be included for Refunds in POS. Regardless of platform (Online ordering, call center, etc.) the Service Charge will be included.
- Since the Item Service Charge is part of the Check it will be included for the Subtotal. For Check Refunds, the Item Service Charge will be added.
- For a Refund on a Menu Item: only the Card Service Charge will be calculated as per formula. The Item Service Charge will not be included.
- Subtotal and Service Charge will be calculated for the overall Check level for the normal Refund.
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