Issue a Refund with Square for Retail

There’s a few way you can issue a refund through Square for Retail. If you issue a refund from the online Square Dashboard, you can issue a full or partial reimbursement to your customer. If you are issuing a refund from the Retail POS app, choose to issue a full, partial, or itemized refund.

Issue Refund From Retail POS App

In addition to processing a full, partial, or itemized refund from the Retail POS app, you also have options on where to complete the refund in the app — where ever you find most convenient.

Issuing a Refund from Transactions

  1. From the Retail app, tap View > Transactions.
  2. Search the receipt number or full credit card number to find the transaction.
  3. Tap the transaction to refund > Issue Refund.
  4. Select item(s) to refund > tap Refund.
  5. Select item(s) to restock or Skip this step > tap Refund.

Selecting restock when processing a return automatically updates stock levels to include the returned item(s).

Issuing a Refund from Customers

  1. Tap View > Customers.
  2. Find your customer by searching for their name.
  3. Tap More Info next to the customer you’d like to refund.
  4. Scroll down to Transaction History > Tap the transaction to refund > Issue Refund.
  5. Select item(s) to refund.
  6. Tap Refund > Select item(s) to restock or Skip this step.
  7. Tap Refund.

Issuing a Refund to a Gift Card

If you’d like to issue a customer store credit, you can issue a refund to a Square Gift Card.

  1. From the Retail app, tap View > Activity.
  2. Search the receipt number or full credit card number to find the transaction.
  3. Tap the transaction to refund > Issue Refund.
  4. Select item(s) to refund > tap Refund.
  5. Select item(s) to restock or Skip Restock.
  6. Tap Add Gift Card or Swipe, then swipe or enter the gift card number.
  7. Tap Refund.

Check Gift Card Balance to Verify

Confirm the balance of your customer’s gift card once you issue a store credit:

  1. On the homescreen, tap on the search bar at the top.
  2. Search “Gift Card”.
  3. Tap Check Gift Card Value.
  4. Swipe or enter the gift card number in manually.

Issue a Refund From your Dashboard

To refund a payment online:

  1. Log in to the Transactions tab of the Square Dashboard.
  2. Click on the payment you’d like to refund, then click Issue Refund at the top right corner.
  3. Enter the amount you’d like to refund and the reason you’re refunding the payment, then click Issue Refund.

Your customer’s refund credit is initially drawn from your Square balance. If you don’t have a balance available in your Square account to cover the refund, we’ll debit the remaining amount from your linked bank account.

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