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Toast: Remove Payment & Void Items (“Refund on Toast”)

How to process refunds in Toast and sunday.

Full Refund

Step 1 - Refund in Toast

  1. Locate the Order

    1. Go to Closed Orders or Transactions in Toast

    2. Confirm the payment was submitted with sunday

  2. Choose Refund

    1. Then select Entire Check

  3. Click on the (sunday) Payment

  4. Select “Delete” for the third-party payment

  5. Void Items - this will bring the check balance to $0, so nothing is "left to pay"

  6. Close the Check

Step 2 - Refund in sunday

  1. Open the payment in the sunday Dashboard or App

  2. Click Refund

  3. Select Full Refund

  4. Confirm the amount is refunded


Partial Refund

Step 1 - Refund in Toast

  1. Locate the Order

    1. Go to Closed Orders in Toast

    2. Confirm the payment was submitted with sunday

  2. Choose the Refund button

    1. Then select By item(s)

  3. Void the Item(s) you want to refund

  4. Note the “overpayment” amount

    1. The overpayment is the total amount you will refund to the guest, including taxes, not just the item price.

  5. Adjust the check amount (this will not affect the tip)

  6. Close the Check

Step 2 - Refund in sunday

  1. Open the payment in the sunday Dashboard or App

  2. Click Refund

  3. Select Custom Amount

  4. Enter the Overpayment amount from Toast

  5. Confirm refund

The overpayment amount is used to refund the guest on sunday as a "Custom" amount.


Important Notes: Processing Refunds Through Sunday

Refund Order

  • Refunds in sunday are applied first to the Sales Amount.

  • If the refund is larger than the Sales amount, the remaining amount is applied to the Tips amount.

  • Why this matters: This ensure the refund is applied correctly and prevents accidentally reducing tips before sales.

Adjusting the Check in Toast

  • Always start by making any refund adjustments on the Sales Amount in Toast.

  • Only make changes to the Tips Amount if the refund is greater than the Sales amount.

    • Tip: Always check the order of adjustments - changing tips first can lead to incorrect refund totals.

Calculating the Overpayment in sunday

  • The overpayment is the total amount you will refund to the guest through sunday.

  • It includes both the item price and any applicable taxes, not just the item price.

    • For example, if a guest paid for a $20 item, the overpayment would be $20 plus tax.

Scan for Video of Partial Refund:

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