Order Search
The Order Search page, allows you to search and manage orders that have been placed by your guests and see all and manage the details of the specific order you're looking for.
1. Click on Order Search
2. Search for orders by Order ID, POS Order ID, Customer’s First Name, Last Name, Email, Phone and/or Status
3. For example, let's click on Last Name, enter a name and Apply Filters
4. This will pull up all orders matching the Last Name entered
When you locate the order you're looking for, it will display the Location, Order ID, Status, First & Last Name, Phone, Requested Order Time & Total.
5. Click on the 3 dots to View Details for the Order
Order Details
From the Order Details page, you'll be able to see the Order & Customer Info, Order History, Payment History, Email History, Itemized Receipt & the option to either Refund or Cancel an Order if the status allows.
1. Order & Customer Info
2. Order History
Order History will show any changes to the order status, payments, automations and manual updates.
3. Payment History
Payment History will show Authorizations, Captures & Refunds on orders.
4. Email History
Email History will show all emails sent the customer and those signed up for Log Email Alerts
10. Itemized Receipt
The Itemized Receipt will show all items, modifiers, discounts, taxes, tips, etc. on the check that will match what is sent to the customer and POS as a receipt.
Refund or Cancel Orders
Refunding an order is only an option on the next day following the transaction after the credit card batch has been processed and sent to the Payment Processor.
Orders can be canceled before they are sent to the POS or on the same day.
Same-day Refunds are not available in Lunchbox.
1. From Order Details, click on the option to Refund or Cancel
For this example, a Refund is the only option available for this order.
2. Refund Options
Full, Partial and Item Refunds are possible, but a Refund Reason must be entered.
3. Click on Submit Refund when you have chosen your Refund option and entered a Refund Reason
4. Confirm that you are sure you want to refund this order by clicking Yes
Clicking Yes will take you back to the Order Details
5. You will see the Refunded amount under Payment Info as well as Order, Payment & Email History.
6. When you navigate back to Order Search, you'll see the status for the order has changed from Completed to Refunded