Voiding vs. Refunding Payments

It happens every day. A server runs a credit card on the wrong table. A cashier overcharges a guest.

Humans make mistakes, however, when dealing with a guest’s money it can turn into a huge pain point. Once a credit card is swiped, an authorization for the check or inputted dollar amount is returned. At this point, the bank will hold onto those funds for 3-5 business days to ensure it will be available when finally settled.

In FOCUS there are two ways to ensure this money is returned to the guest. You may either void the payment or perform a refund back to the credit card. Both are very useful for very different reasons.

Voiding Payments

Any payment performed on the current business day can be voided to be removed from a check. With credit cards, this must be done prior to settling the credit card batch which is typically done at the end of the business day. When a credit card is voided from a check it is removed from the active batch and re-opens the check. The transaction can now be corrected by voiding or discounting menu items, ringing additional items, or applying a different payment. The guest will not see the voided credit card payment immediately drop from their account nor see a returned amount in this instance since it was only removed from the active batch. This method is especially useful in table service where the check itself needs to be corrected.

Refunding Payments

After the batch has settled, you cannot void the credit card payment. At this point, FOCUS has told the processor that no more changes will be made to the transaction and to finalize the charge. The only way to put funds back on the guest’s card would be to perform a refund. A refund can be performed via the ‘Refund’ function or by returning menu items.

The ‘Refund’ function is typically located on the Function screen and allows you to charge a designated dollar amount back to a credit card you swipe or search for using the ‘Find’ option. This action does not adjust inventory and is useful if the guest still consumed the items on the original transaction.

Return Items

‘Return Items’ allows you to ring negative price menu items to both return the items to inventory and return the funds to the guest’s card. This is especially useful for retail or resalable items so they can be sold again. This function is not active in all systems by default, however, you may ask one of our awesome Helpdesk Team Members to help you set this up.

Both refunding and returning items can also be used on the same business day as the original transaction. Doing this would ensure the guest sees both the negative and positive transactions on their account.

You should only use one option, void or refund, for correcting the transaction, not both.

Want to learn more? Use the links below to walk through each process in FOCUS!

Voiding a Credit Card Payment

Credit Card Refunds

Returning Items

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