How do I refund a customer without a transaction listing?

[BoardGameGoblin]

How do I refund a customer without a transaction listing?

[Seamus]

Hey @BoardGameGoblin,

Thanks for getting in touch!

If you want to refund a customer for a transaction made outside of Square you'd need to actually arrange this outside of Square.

Otherwise if the transaction was made via Square you should be able to find a listing of the transaction - please let me know if I've misunderstood anything here! Was the transaction made outside of Square, or within Square but you're having trouble finding it?

[BoardGameGoblin]

The transaction was made through square over 2 years ago so there is no longer a record. Can I manually put a cash refund through so it lines up with my accounting software?

[Seamus]

@BoardGameGoblin,

Got you - the transaction listing should still be there, we don't delete transaction history at all no matter how long it's been. However I believe transactions won't be refundable once a year has passed, so you're still in the same position here.

Your best way to track this would probably be to make a manual entry in your accounting software to track this. You could potentially make a cash sale for the amount via Square and then refund it - note that Square will see that as a new transaction unrelated to the older transaction, and both the old and new transaction will appear in your Square account.

If the objective is to alter something on the accounting software end it will possibly be doable - though I'm not able to tell you of potential downsides to doing this as I'm not familiar with your accounting package!