Perform a Tip Refund or Adjustment in Shift4 Dine Customer Hub

Description: Learn how to perform a tip refund or adjustment in Shift4 Dine Customer Hub Transactions Manager.

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Availability: United States, Canada, Ireland, Spain, United Kingdom

Pre-settlement transactions tip adjustments can be used to lower the original tip amount or remove the tip from the transaction completely. These adjustments are not a substitute when a tip was not added via the Shift4 Dine Workstation. If no tip is added via the Workstation, the Tip Adjustment button will be grayed out. If the merchant requests to add a tip to the ticket and the Workstation is not available, please use Transaction Manager to add a tip. 

Post-settlement adjustments (Refunds) are processed using the original payment method in a new transaction. The original Transaction and Ticket Tip amount determines the maximum refund amount. Refunds are exclusively issued back to the original form of payment.

Note: Tip adjustments can only be made before settlement. After settlement, adjustments are processed as refunds. If you need to apply an additional tip or charge, you can create a new transaction using features such as Clone Transaction.

By default, Admins have refund permissions, whereas Shift4 Dine Customer Hub users are disabled from refund permissions. Visit Enable Refund Permissions in Shift4 Dine Customer Hub to enable permissions.

To perform a tip refund/adjustment:

1. Log in to the Customer Hub.
2. Navigate to Transactions > All Transactions
3. Locate a transaction or ticket using the Transaction Manager tab.
4. Select Refund / Adjust.
   
5. Select Tip Adjustment.
    
6. Select a Reason and add a comment (optional).
   
7. Enter the refund amount (must be less than or equal to the original tip amount).
   
8. Select the Refund button to confirm the refund.
   To email the customer the adjustment receipt, visit Share an Adjustment Receipt Via Email for Transaction Manager Adjustments.

Shift4 Dine Adjustment Notes

After a refund or tip adjustment has been made in the Customer Hub, a note detailing the adjustment and the amount appears at the top of the Shift4 Dine original ticket.