Find Checks

In this Article:

• Find Checks on the POS
• Find Checks From a Select Date on the POS
• Find Checks From a Select Date in Toast Web
  • Find Checks With a Signature
• Find Checks by Tab Name
• Edit Closed Checks

Checks can be found dating all the way back to your location's initial setup in Toast. However, note that if the check you are looking for is older than 90 days, has already been partially refunded, or needs a refund reversal, you will need to contact the Toast Customer Care team for help.
 

Find Checks on the POS

You can search for a current check directly on a Toast POS/device using the following information:

• Guest first or last name
• Tab name
• Table number
• Credit card re-swipe
• Check number
• Server's name
• Server's job role
   

This search option helps you find a check quickly using the first or last name or the name on the tab, table, or check number. To find a check with this feature you must have the Payment Terminal mode, Table Service mode, or Quick Order mode access permission. 
 

1. On the POS, at the top of the screen, select All checks. 
2. Use the tabs to filter to Open, Paid, or Closed checks, or select the magnifying glass to search for the check.
   
   
   
   You can search by the guest's first/last name, table number, check number, server's name, or job role. As you type, the system automatically searches and shows the list of checks that match the entered characters. You can use the filter icon next to the magnifying glass to filter the search results by server's name or job role.
   
   
3. To open the order screen for a check, select the check. 

Find Checks From a Select Date / Range on the POS

To find checks from a select date or range of dates on the POS, navigate to the main menu of the Toast app and then select Find Checks & Issue Refund from the Manager Activities section. 
 

Then, you can easily locate a check by selecting one of five search options to begin and filter the search. All five search options are explained below.

• Find by Check Number - the most efficient way to find any check if you have the check number and order date or range.
• Find by ID - enter the Check, Order, or Payment Reference ID found in the Order Details on the check
• Find by Customer Info - generally efficient for online, delivery, or takeout orders where the customer's information has been provided.
• Find by Credit Card - if the last four card digits of the payment method are known, this option will show any checks where that card has ever been used at your restaurant. This is very useful for handling a customer claiming they have been charged twice by seeing transaction history.
• Advanced Search - search a selected check amount range and date or range to find the check. The employee/server responsible for the check can also be selected to filter results further.

Using any of the search functions listed above, the results will appear as itemized checks.
 

Note: All checks will appear regardless of their status (Open, Paid, Closed, Voided). Below is an example of a check that was pulled up by searching for check #2.
 

Once the check details are pulled up, you have the option to update the check. This will open the check to view it from the order screen. From there you can take any action you wish to, including:
 

• Send to devices - this can be helpful when you want to view an order on the POS that has already been purged from devices either because it is from a previous day, or because the purge threshold has been reached on a device and the order was purged from memory.
• Re-open check - this option will be available for closed checks only. The status of the check will be changed to Paid, and it will appear in the list of paid checks on the terminal.

Find Checks From a Select Date / Range in Toast Web

You can also find checks in .
 

1. Navigate to Payments > Transactions & refunds > Find checks & issue refund.
2. You can then do a similar search by date or range, similar to the POS.

Find Checks With a Signature

If you're trying to locate a guest signature on a closed check, you can find it on this Find checks & issue refund page. Search for the check that has this signature, then select Actions > Show Receipt. If the guest signed this particular check, it will show here (as well as the entirety of the check).


 

Find Checks by Tab Name

If you want to look up a check by the name of the tab, you can do so on the Orders report in Toast Web.

1. Navigate to Reports > Sales > Orders.
2. Adjust the date and time filters, then select Update.
3. Select the Show/hide columns button and make sure the Tab Names column is checked off.

Search for your desired check. You can also select the download (down arrow) icon to export the Orders report and search in a spreadsheet.

Edit Closed Checks 

If you accidentally enter the wrong number of guests or revenue center on an order that is now closed, you may want to go back and edit that check so these errors do not affect your reporting. 
 

1. To make edits to a closed check, first locate the check in question from the Find checks page in Toast Web using the steps listed in the section above. Then, open the check details by selecting the check number. 
    
   
2. Now, select the pencil icon next to the Guests or Revenue Center section of the check.
3. Once you've changed the number of guests or revenue center of the check to the right value, select the checkmark to save your changes. A green banner will appear to confirm that your changes have been made.