Reopening a closed pre-auth tab

[Getonthebus]

Trying to reopen a check that was pre-authorized with a card. The tab was closed and ten the lady came back and said - "Hey, just add a gratuity on there." but server had already closed it. How can we reopen that or have we missed the window?

[TheRealChipA · Accepted solution]

Hey there @Getonthebus.

First, we need to check a setting.  Go to your online dashboard main menu > Device Management > Service Settings > Reopen checks.  If your reopen method is currently set to “reopen and remove payment method” then change it to “reopen and keep payment method and save the setting.

You can then go back to a Restaurants POS and find the transaction and click on the “reopen check” button and make the adjustments.  One thing to keep in mind, as shown on the setting screen you looked at earlier — “Reopening a closed check and preserving the authorization of a payment method will delay when the final bill amount is settled. Your reporting and item sales will be impacted.”

[Getonthebus]

Thank you Chip!! This is PERFECT!

[MayaP]

Hey there, @Getonthebus. Thanks for reaching out. Did @TheRealChipA's suggestion resolve this for you? 

[Getonthebus]

Yes he did. Was wondering if anyone had issues with processing refunds once this was turned on...

[TheRealChipA]

That setting should have nothing to do with processing refunds @Getonthebus

Can’t you be more specific (including messages and/or screen shots) about this question?

[Getonthebus]

I processed a refund for an online order the other day and it is still (day 5) a pending refund. My typical refunds take a few hours to process. Just surprised. Chatted with Square Support and they stated 2 - 7 days for a refund to process. Customer is unhappy as we are on day six. 

[BofBArtStudio]

I can understand the frustration For you and your customer, but the best thing to explain to your customer is that it is bank business days in terms of the two to seven days. With so many bank holidays during this time of year it affects the time frame for those refunds. When that is explained to them it is very easy to understand.

[Getonthebus]

Correct. And that is exactly what I shared with them.