Hey @Flights! Just stepping in for Alegra here.
If you'd like to refund the transaction on your account, you can do so by following the steps below:
Refunds In-App
- From the navigation bar at the bottom of your screen, tap Transactions.
- Select the payment you’d like to refund.
- You can search by card number, phone, customer name, receipt, notes or item.
- You can also tap the customer’s payment card directly on Square hardware to filter card transactions paid to your business.
- Once you’ve located the transaction, tap Issue refund.
- Tap Select All Items to refund the entire sale, select the specific items you’d like to refund, or tap AMOUNT to refund a specific amount.
- Tap Next.
- Choose to refund to the original payment card or via electronic or physical Gift Card.
- Choose a reason for the refund.
- Tap Refund.
Refunds Online
- Go to Transactions from your online Square Dashboard.
- Select the payment you’d like to refund, click ••• then click Issue Refund.
- Under Refund Items, tick the box next to Items to refund the entire sale, select the specific items you’d like to refund or click Refund Amount to refund a specific amount.
- Select a reason for the refund.
- Click Issue Refund.
Note:
- Square will debit the refund amount from your Square balance, or if those funds are unavailable, the linked bank account will be debited.
- When issuing an itemized refund, the amount being refunded will reflect any applicable taxes (e.g. Sales Tax) and discounts for the selected item(s).
- For Custom Amount transactions, you’ll have the option to refund any amount up to the total amount of the sale.
- Team member commission (if applicable) earned from the original sale will not be changed.
- If you issued a partial refund, the remaining portion of the payment can be refunded at a later time.
- Partial refunds will not include tax and tip in reports.
- Since a tip is considered a line item, you can refund it individually. Issuing a refund for a tip will not allow you to adjust the amount since you are unable to issue a partial refund on an item. In order to receive a tip after it’s been refunded, you will need to reprocess your customer’s card.
