thread Re: Where can I find a refund report? in Archived Discussions (Read Only)

Where can I find a refund report?

gmonk321 — Mon, 03 Feb 2020 18:54:22 GMT

[The title of this thread has been edited from the original: Where do i find refund reports with reasons for returns]

Where do i find refund reports with reasons for returns.

I want to see why the refund happened.

Re: Where can I find a refund report?

Alex_ — Tue, 04 Feb 2020 23:56:42 GMT

Hi @gmonk321

Great question! While we don't have a specific report that solely focuses on refunds or returns, we do have a work around. After logging into your dashboard, please go to Transactions > Filter the date > Set the filter from "all types" to "refunds" > Select Export > Choose Transactions CSV. This will show you a breakdown of all transactions that have been refunded, with the reason selected at the far right of the spreadsheet.

Let me know in this thread if you have any questions. Hope this helps!

refunds

kkg — Tue, 08 Dec 2020 17:59:43 GMT

i cannot find a record of refunds i have issued...can someone point me to where that info is in the dashboard...i don't use an app

Re: refunds

kkg — Wed, 09 Dec 2020 13:46:35 GMT

i processed a refund a couple of days ago and it is not shown anywhere on my dashboard, including using the process you describe

Re: refunds

ashc — Thu, 10 Dec 2020 12:43:12 GMT

Hi @kkg,

I'd recommend reaching out to our direct CS team to take a look at the transaction with you and make sure it was successfully refunded.

We aren't able to see into account specifics here from the Community but they can look further into it with you.

Re: refunds

UT65 — Sat, 06 Mar 2021 16:25:03 GMT

Ok, I found this topic in Help, and I can't seem to understand that after a year, Square has still not made this type of report and status common or easy to see.

We are a Club and we charge for events held at the club throughout the year, due to bad weather and to much snow and Ice on the ground we had to cancel this one event.

In doing so we have to issue refunds for those who paid in advance for the event which will not be held.

I started issuing the refunds, but I can't tell who I have and who I haven't issued one to yet, as no status change or even a tag of refund pending is noted.

For those that had not paid yet, we simply cancelled the invoice, that tags instantly, but how do we see who we have issued refunds to, or better yet who we started issuing refunds to?

Re: Where can I find a refund report?

noli11 — Thu, 20 Jan 2022 22:14:28 GMT

it still doesn't tell me what invoice it is associated with.... so I don't know where to categorize the refund...

Thanks

nolichucky11@gmail.com

Re: Where can I find a refund report?

KKL1 — Mon, 03 Apr 2023 23:41:07 GMT

Hi Alex- I am trying to locate my refunds since under each client I have the charges dates etc, but if I’ve refunded any amount it’s not with the charges- this is frustrating.
So I asked the question and your answer came up- I went to transactions on my dashboard - (actually I just clicked the blue transaction button - but there is NOT anything that looks like this: Filter the date > Set the filter from "all types" to "refunds" > Select Export > Choose Transactions CSV.

I have no idea how you went from transactions to filter the date.

Re: Where can I find a refund report?

KKL1 — Tue, 04 Apr 2023 00:00:08 GMT

Later: I went to transactions under my regular square app and scrolled to the date in question and found the refund I was looking for bc they have a little yellow back arrow beside the amount of the transaction. But the very next day (still under transactions) I found another amount with the little yellow back arrow beside the same about and the transaction was exactly the same info as the first refund the day before. Why would there be two documented refunds with the very same dates and the same Receipt number but on two different days? Did I refund them twice? I cannot imagine why this would have been documented twice unless I refunded twice.

Re: Where can I find a refund report?

JJ_ — Wed, 05 Apr 2023 23:53:23 GMT

Hello @KKL1

Our Support team would be able to look into this with you! They can access your transaction history along with you and point you in the right direction. When you have a moment, please reach out directly by logging into your Square account and heading here.