Find Checks

In this Article:

• Overview Steps
• Process
• FAQ

Find checks overview steps

Products this applies to: Toast POS, Toast Web | Access needed: Payment Terminal mode, Table Service mode, Quick Order mode permissions

1. Find checks in Toast Web
2. Find checks on the POS
3. Find checks from a selected date or date range on the POS
4. Find checks from a selected date or date range in Toast Web
5. Find check by tab name in Toast Web

Find checks process

1. Find checks in Toast Web
   1. Navigate to Payments > Transactions & refunds > Find checks & issue refund.
   2. Search for checks by Check Number, ID, Customer Info, Credit Card, or Advanced Search.
   3. Select Actions > Show Receipt to view signature if applicable and available.  

2. Find checks on the POS
   1. Select All Checks at the top of the POS screen.  
   2. Filter checks by Open, Paid, or Closed.
      1. You can also use the magnifying glass to search checks by name, table number, check number, server name, or job role. 
   3. Select Actions > Show Receipt to view signature if applicable and available. 

3. Find checks from a selected date or date range on the POS
   1. Navigate to Manager Activities > Find Checks & Issue Refund
   2. Search for the check in a selected date or date range by Check Number or Advanced Search.
      
      
4. Find checks from a selected date or date range in Toast Web
   1. Navigate to Payments > Transactions & refunds > Find checks & issue refund.
   2. Search for the check in a selected date or date range by Check Number or Advanced Search.

5. Find check by tab name in Toast Web
   1. Navigate to Reports > Sales > Orders.
   2. Adjust the date and time filters as needed.
   3. Select Update.
   4. Select the Show/hide columns button.
   5. Confirm Tab Names column is checked off.
   6. Search for the check. 
      

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Find checks FAQ

How far back can I find checks?

Checks can be found dating back to your location’s initial setup. For checks older than 90 days, partially refunded checks, or refund reversals, contact Toast Customer Care.

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