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

Featured Customer: Habitat Coffee

Habitat Coffee in Glassell Park The lucky inhabitants of Glassel Park, an LA neighborhood nestled in the San Rafael Hills, are served daily by local cafe Habitat Coffee.

We say lucky because not only is the food delicious and the coffee on point, but they also have an amazing team that takes excellent care of their patrons.

During the morning rush, it is crucial for Habitat to move through transactions quickly. The FOCUS team optimized their order screens for quick access to items and modifiers on a single page to reduce jumping around. Quick payments save time as well allowing the baristas to quickly move to the next guest.

Habitat Coffee is exactly what a neighborhood coffee shop should be, full of charm and warmth. A welcoming space for everyone.

Find out more about Habitat Coffee at http://habitatcoffeela.com/.

Are you ready for summer?!

You can already feel the warm California sun ready to soak us in its glory.

Summer is here. Coming with it the hoards of people… the staycationers, the adventurous locals and visitors to our great state come to bathe in the summer glow of California.

For local restaurants and bars, especially those in beach towns, the summer season can be incredibly busy. We have put together a checklist of items to plan for a successful summer.

Social Media

Put your social media on auto-pilot. Find a platform such as Buffer to manage and schedule your social posts so you can take less time executing timely marketing.

Hire Staff

Extra guests mean a need for more staff. You can always turn to Craigslist or instead check out services like Seasoned to find local talent.

Summer Specials

Plan out your summer specials to take advantage of seasonal favorites. Melissa’s Produce has a great list of seasonal items on their website. Fine-tuning your menu for the summer is best done before you get too busy. Not sure you can get the setup done in a timely manner? Our team can handle any FOCUS menu changes or workflow changes for you.

Extra Hardware

Having backup hardware that can be swapped in place when needed can reduce any downtime during a busy rush. Need additional devices to increase speed and efficiency? Hardware can be purchased and installed as a permanent device or temporary loaner. We even have options for mobile devices that can be used at festivals or other off-site events.

Plenty of Supplies

Running out of paper or ribbon should never happen. Our office keeps supplies stocked so you can get quick shipments locally. Take advantage of our supplies subscriptions so don’t forget to place an order.

Going Paperless in Your Restaurant or Bar

In a world of high tech everything, there is still a constant struggle between maintaining current habits and adapting to the new technology trends. Restaurants and bars are no exception to this ongoing dilemma. We hear from many of our clients who still continue to debate on whether it makes sense to go paperless or stick with printing guest receipts and orders. No matter the size of your operation, there are options that can help you either reduce printing on paper or eliminate it all together.

Let’s start off with taking a look at the kitchen, bar or other prep areas. Kitchen video has long been a staple for any high volume fast paced environment. Orders pop onto a screen that can show either full order details or simple item views depending on the needs of the person reviewing that order. Routing to each station is just as simple as it is in FOCUS, however, you also have more complicated workflow options based on modifiers or load balancing options. Besides not having paper copies of orders that can be lost, since the order data is being tracked at each step of the way you are able to see additional analytical data such as average ticket time and details of the cook times on each item.

Focus POS Rear Display Quick ServiceFor a Quick Service operation, printing at the POS station can be eliminated by utilizing FOCUS’ Signature Capture option. When processing a credit card transaction, the guest can input a digital signature on the point of sale touch screen. This can be achieved with either a station on a swivel base that can be turned and presented to the guest or our favorite option is a rear touch LCD display. The rear display can also be used for up-selling and order confirmation during the ordering process.

In a Table Service or Bar environment, getting a guest to a POS station is not really feasible. However other options such as using pay at the table devices, tablets or accepting payments through third-party applications can allow the payment to be processed with the guest so the signature can either be captured a the time of payment or possibly not even required.

New changes instituted by the credit card brands will also make signature obsolete for anyone processing with EMV. A recent article on Creditcards.com (https://www.creditcards.com/credit-card-news/signatures-soon-may-not-be-required.php) explains that Visa, Mastercard, Discover and American Express all dropped the signature requirements.

But what does that mean for tips? The consensus so far has been even with getting rid of signatures most restaurants and bars will still present a check in some form to be able to collect a tip from the guest.

In the end, there are multiple options that each operation will need to evaluate to see what makes the most sense for each business. Our team is always here to review those options with you. Click here to schedule time with a Solution Engineer.

Featured Customer: Board & Brew

Focus POS at Board & Brew Tustin Quick ServiceAnyone who has been to Board & Brew at their San Diego or Orange County locations will tell you about the Secret Sauce, and yes it is one of the things that makes their sandwiches highly addicting but its not the only thing. Its also the bread, the fresh ingredients, and the ever rotating list of craft beers being tapped. But look beyond that and you will see a dedicated team committed to pumping out high quality nosh to their community.

When opening their newest location late last year in Tustin they chose to roll out technology the group had previously not used. The goal for them is to move more locations to be paperless saving both time and supplies. The FOCUS Signature Capture option allows a digital signature to be captured using either a station that swivels or has an additional rear touch display. At the Tustin Board & Brew location they are utilizing rear displays for Order Confirmation and Signature Capture. For the kitchen they are utilizing a kitchen video screen at their Expo area allowing expediters a clear view of all current orders. When orders are completed they are bumped from the KDS and a pager that was provided to the guest goes off so they know to pickup the order. This streamlining has allowed for both better service and increased efficiency.

You can find the closest Board & Brew location by visiting their website, http://www.boardandbrew.com/. Stop by see FOCUS in action, but more importantly enjoy a tasty sandwich with some Secret Sauce and cold beer. We highly recommend the Turkado and Tom’s Choice!

3 Restaurant Technologies that Make an Impact at Your Table Service or Quick Service Restaurant

3 Restaurant Technologies that Make an Impact at Your Table Service or Quick Service Restaurant

Restaurant technologies are all about streamlining processes, increasing sales and most importantly, improving the dining in—or out as it may be—experience at your table service or quick service restaurant. The three restaurant technologies that we see having the biggest impact on restaurant operations are mobile reporting, online ordering and integrated loyalty and rewards programs.

1. Mobile Reporting

Mobile reporting is a restaurant technology that is starting to come standard with many restaurant point of sale software options on the market.  Maybe the ability to access your restaurant’s reports and data doesn’t seem like a game changer but it definitely is.

Being able to access food and beverage sales numbers, table turnover times, and average ticket times from a mobile app gives managers freedom and more importantly, real-time visibility. This is especially vital for managers or owners that need to bounce between locations or can’t be onsite all the time.

2. Online Ordering

An online ordering portal opens up a whole new realm of possibilities for quick service and table service establishments and is one of the main restaurant technologies to consider adopting if you haven’t already. Millennials and now even Gen Z, who incidentally spent $78 billion on dining out in 2016 according to a report by Technomic, are driving the trend for restaurants to offer more delivery and take out options that can be ordered ahead of time from their laptop or phone. They want to eat whenever and wherever they want.

The upside for you is that orders submitted online can totally bypass a server and go directly to your point of sale system and into production. Third-party ordering apps like ToGo  are making this kind of integration possible.

3. Integrated Loyalty and Rewards Program

Restaurant technologies that support loyalty and rewards programs integrate with your point of sale system fairly simply. You can participate in standalone programs that essentially plug into your current POS software or your point of sale service provider may offer a program you can enroll in.

Either way, implementing and maintaining a rewards program is easier than it’s ever been, and they usually offer added marketing components like list segmentation and demographic reports, email and social marketing aspects—and some even loop gift cards into the same system so you have one central location from which to generate and manage all your cards.

Some of the many benefits of investing in a loyalty or rewards program for your restaurant are:

  • Creating repeat customers
  • Offering targeted promotions and coupons
  • Using data analytics to refine your marketing strategy

If you are at the point where your table service or quick service restaurant is ready to invest in new restaurant technologies like mobile reporting, online ordering or a rewards program, make an appointment to talk with a Focus POS California expert to discuss exactly how easy it is to implement a time-saving and revenue-generating restaurant technology.  

Featured Customer: Lucky Penny

Situated in the heart of the Funk Zone in Santa Barbara, Lucky Penny has become a favorite stop for locals and visitors while wandering through the area’s many wine tasting rooms and art galleries. Their patio is a perfect retreat to share a wood fired pizza or seasonal salad while sipping on their fresh lemonade or house wines.

Lucky Penny switched to FOCUS in the Summer of 2016 replacing Aloha POS and has added on a new line busting tablet for this busy summer season. Lucky Penny’s ownership group, Acme Hospitality, was looking to not only unify their restaurant’s data but also provide a more streamlined workflow for this busy location. FOCUS allows the staff at Lucky Penny to quickly move through a line that grows beyond their doorway for both lunch and dinner.

A visit to Santa Barbara is not complete without checking out some of the great boutique establishments ran by Acme Hospitality including Lucky Penny. They are a quick walk from the train station, downtown Santa Barbara and Stearns Wharf.

luckypennysb.com  127 Anacapa Street, Santa Barbara  (805) 284-0358