Understand When to Void vs. Refund

Last updated: May 13, 2026, 4:35 PM

Learn when you should issue a void vs. when you should refund your guest.

In this Article:

 

What This Applies To

Products: Toast POS and Toast Web

 

Payment types covered: credit card, cash, Toast gift card, eGift card, other payment, house account, third-party gift card

 

Permissions needed: 3.8 Void/Refund Payments, or 3.32 Void/Refund Payments (Limited to Same Day Only), or 3.31 Void/Refund Payments – Same Day. Some scenarios also require 3.23 Find Checks.

 

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Quick Answer: Pick Your Action

Match your situation to a row in the table below. Each row is independent — you don't need to read other rows to use it.

 

Your Situation

Action to Use

Where to Do It

Same business day, payment not yet captured (still pending)

Void items and payment

POS or Toast Web — see Void Items, Payments, and Checks

Same business day, payment captured, before the daily batch closes (~9:30 p.m. ET)

Void the payment and items

POS or Toast Web — see Void Items, Payments, and Checks

After daily batch close, or any business day after the original capture (within 90 days)

Refund the payment

POS or Toast Web — see Issue a Refund

Voided a credit card payment by mistake, within 24 hours

Void Reversal

Toast Web only — see Complete a Void Reversal

Voided a credit card payment by mistake, more than 24 hours ago

Contact Customer Care to submit a credit request. Have the full receipt with the guest's signature ready.

n/a — Customer Care only

Items already voided, want to refund those same items

Add the items back to the check first, then refund

POS or Toast Web — see Issue a Refund

Future-dated/scheduled order paid in advance, customer cancels

Refund the payment — do not void the items (causes negative balance)

POS or Toast Web — see Issue a Refund

Cash payment refund needed

Refund via POS device with a cash drawer attached (not Toast Web). Cash payment refunds should be processed on the same POS device where the original cash payment was taken to avoid reporting problems and discrepancies.

POS only — see Issue a Refund

Other payment, house account, or third-party gift card

Void (refund workflow not supported).

POS or Toast Web — see Issue a Refund

Restricted check

Reversal not possible

Contact Customer Care

 

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Void: When to Use

Use a void to reverse a payment before the daily batch closes (~9:30 p.m. ET on the same business day). A void cancels the transaction with no processing fees because the payment has not yet settled with the bank.

 

Voids work for these payment types: credit card, cash, Toast gift card, eGift card.

 

For the procedure, see Void Items, Payments, and Checks.

 

Example: A credit card payment processed at 2:00 p.m. on May 6th, 2026 needs to be reversed at 4:00 p.m. on May 6th, 2026. Use the void workflow.

 

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Refund: When to Use

Use a refund when the payment has already been captured and either:

  • The current business day's batch has already closed (~9:30 p.m. ET), or
  • The payment was captured on a previous business day.

 

Refunds apply to captured payments within 90 days of the original charge.

 

Refunds work for these payment types: credit card, cash, Toast gift card, eGift card. Cash refunds must be processed from a POS device with a cash drawer attached — Toast Web does not access the cash drawer.

 

For the procedure, see Issue a Refund.

 

Example: A credit card payment processed on May 6th, 2026 needs to be reversed on May 9th, 2026. Use the refund workflow.

 

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Void Reversal: When to Use

Use a void reversal to undo an accidentally voided credit card payment within 24 hours of the void. After 24 hours, only Customer Care can complete a void reversal.

 

Void reversal is Toast Web only (not available on the POS). You'll need the 3.32 Void/Refund Payments (Limited to Same Day Only) permission.

 

For the procedure, see Complete a Void Reversal.

 

Important: Void reversals are a one-time process — review the details before submitting.

 

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Payment Type Exceptions

Some payment types do not follow the standard void/refund timing rules. The refund workflow does not support these payment types — use the void workflow regardless of timing.

 

Payment Type

What's Different

What to Do

Other payment

Cannot be reversed via the refund workflow

Void the payment and items, regardless of timing

House account

Refund workflow not supported

Void to reverse the charge, then apply a new payment to close the check

Third-party gift card (not a Toast gift card)

Cannot be refunded directly

Void the check, then collect a new payment from the customer (cash, credit card, or Toast gift card)

Restricted check

Reversal not possible by this workflow

Contact Customer Care

 

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Frequently Asked Questions

If I Void an Item, Does It Get Refunded to the Customer?

Also asked as:

    • "If i void an item, does it get refunded to the customer?"
    • "if i void a credit card payment does it still post to the person's bank account?"

Voiding an item alone does not refund money to the customer. Voiding the payment (in addition to the items) is what reverses the charge. If the payment was captured, the customer's bank may show the charge as pending for a few business days, and a voided payment can take up to 1-2 weeks to clear back to the customer's bank, depending on the bank. Instruct the customer to contact their bank if the refund is taking longer than expected.

 

How Do I Refund an Order I Already Voided?

Also asked as:

    • "I need to refund an order I voided"
    • "how do I un-do a void to issue a refund?"

Toast does not support refunding an item that has already been voided. To refund a voided item:

  1. Add the item(s) back to the check.
  2. Process a refund using the refund workflow.

If you only need to refund items on the check that were not voided, you can do so up to the amount of the non-voided items. Voided items will appear in the refund screen but will be grayed out and cannot be selected.

For the procedure, see Issue a Refund.

 

Can I Un-Void a Credit Card Payment I Voided by Mistake?

Also asked as:

    • "I accidentally voided a credit card payment, how do I un-void it?"
    • "can I un void a payment"
    • "can I reverse a void on a credit card?"

Yes — within 24 hours of the void, complete a void reversal in Toast Web. The void reversal restores the original payment so no money is owed to the guest. After 24 hours, only Customer Care can perform a void reversal.

For the procedure, see Complete a Void Reversal.

 

A Customer Pre-Paid for a Future-Dated Order and Wants to Cancel — Should I Refund or Void?

Also asked as:

    • "What should I do if a guest placed and paid for a future order... but then that day comes and they want to cancel their order?"
    • "Customer prepaid for a scheduled order and wants to cancel — what do I do?"

Refund the customer. Do not void the items.

If you void items on a future-dated order that has already been paid, the system removes the items from the check, but the payment is still recorded. The check ends up with a negative balance — meaning Toast believes goods are owed to the customer. Use the refund workflow instead so the payment and the items resolve cleanly together.

For the procedure, see Issue a Refund.

 

Why Is the Item Grayed Out When I Try to Refund It?

Also asked as:

    • "What happens if I attempt to refund an item or check that has already been voided?"
    • "the item is showing but I can't select it"

Items that have already been voided will appear in the refund screen but will be grayed out and cannot be selected. To refund a voided item, add it back to the check first, then process the refund. See How Do I Refund an Order I Already Voided? for the steps.

 

Why Don't I Need to Void Items After Issuing a Refund?

Also asked as:

    • "Why don't I need to void items/checks for payments involving cash, credit card, or a Toast Gift Card?"

With the refund workflow, you don't need to process both a refund and a void to keep your sales data accurate. The refund workflow handles item selection and the payment reversal in a single step, so the check will not appear on the Open Checks tab after the refund.

This applies to credit card, cash, and Toast gift card payments. Other payment types — including other payment, house accounts, and third-party gift cards — must use the void workflow instead. See Payment Type Exceptions.

 

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