If you need to refund or surcharge one or more refunds at a time, on the Order List page, you can filter for the orders, and select all, or just the orders you need to modify the charge on. Then scroll to the bottom of the Orders page, and hit 'Bulk card charge/refund'. Please see the additional notes at the bottom of this page.
​

Attention Revel users: It is essential to complete and authorize a partial refund by logging into the VinesOS platform. This additional measure aims to prevent unintended full refunds that may arise due to the automated system's interaction between the two software platforms.
​

For issuing Partial Refunds, there is also an Order Type filter called 'Refund Required' which you can use to filter out any orders that have been customized on Revel or VinesOS (through the POS or Customize Order feature). The orders that will display for this filter are ones where an adjustment was made and the order total is less than the total transaction charged. As a result, you will be able to view those orders that require a partial refund and bulk apply the action using the 'Bulk Refund' button at the bottom of the page.
​
​

The final step is to scroll down and click the Bulk Refund button.

Please note that the refund does not process immediately, but rather is sent to a refund process background queue (a message regarding this will briefly flash). The process tasks up to two minutes to complete, and in the meantime, the order is excluded from being displayed through the filtering and report pages until the refund is processed.

IMPORTANT: Never apply multiple bulk charges/refunds to orders. This operation should only be applied once to the affected orders.

Click "Add row" and under Fee note add the Description or reason for the charge (e.g., "Shipping overcharge" or "Bottle refund"). In the Value field enter the amount, which should be either a positive or negative value and with NO $ dollar sign included. Then, click the Update button. You will see a list of the orders updated. Click to view the order and you will see the new line item added to the order.
​

There is no way to use bulk update to charge the actual shipping rate, you need to charge a flat fee, if you do it that way, OR do each one manually to charge the actual shipping rate. To modify the order and charge the actual shipping rate, use the Customize Order button and switch it from Hold for Pickup to Ship. After you save, it will show you the amount to surcharge. Hit Surcharge.
​

NOTE: Your customer will receive an order update notification including the new line item.

To view a report of refunds and surcharges, go to Dashboard > Orders, and select a date range at the top of your Orders List page. Click the Report button at the top, then scroll down to the page to view the Sales tab results. If there are refunds/surcharges for that period, you will see totals listed there, which you can click through to see all of the relevant orders. Example:

​