Adjust Payment

Before following the steps below, please connect with your Client Success Manager to ensure that the Payment Processor you use allows for payment adjustments. 

Onosys Admin users can adjust payment if they would like to add a tip to the order or if they need to do a partial refund. If you're looking to add a tip to the order, follow the instructions here. Below are the instructions to give a customer a partial refund. 

Steps

1. Login to the admin
2. Navigate to "Orders" in the left hand margin and open the section.
3. Filter for the order and click to open the invoice once found
4. In the top right corner, click "Adjust Payment"
5. Complete the following fields:
   1. Adjustment Reason: This is an open text field where you can advise why you are adjusting the payment on the order
   2. Amount: Add what the new total for the order should be here
      1. The Onosys system will do the math and request a refund for the difference between the original order and what you add as the new total. 
   3. Tip: If the customer added a tip in store, you can adjust that here as well. 

   4. 

   5. 

6. Once the Adjustment Reason and Amount has been updated, click 'Update"
7. You will see that there is an updated Payment field showing how much was refunded back to the customer. 

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Please note that if you are unable to click the "Adjust Payment" button on an invoice, you may not have the correct permissions to follow the steps above. Please connect with either your brand corporate team or Onosys Support for further assistance.