To refund a payment from your Square Dashboard:
- Log in to the Transactions tab of the Square Dashboard.
- Click on the payment you’d like to refund, then click Issue Refund at the top right corner.
- Enter the amount you’d like to refund and the reason you’re refunding the payment, then click Issue Refund.
To refund a payment from the Square app:
- Tap the three horizontal lines > Activity.
- Scroll through your payment history, search for the payment using the receipt or card number, or swipe the card used for the payment.
- Tap on the payment you'd like to refund > Issue Refund.
- If you need to refund a partial amount of the total sale, enter the amount you wish to refund.
- Select a reason for the refund > Refund.
How to refund in Rose?
- If a refund occurs you have to find the item in the appropriate day's sales batch within Rose and delete the item from that day.
- Essentially, you will want to post your sales batches outside your customer return window, if you except returns with any frequency. This will keep you from paying your consignors for something that you ultimately didn't sell and not having to re-inventory sold items that you have already posted to a consignor's account.
- Many consignment stores do not accept returns or do refunds for this reason. Our suggestion is to be as customer friendly as you can afford to. Generally speaking, it's always better to err on the side of the customer.
How do I remove a sold item from a consignor's account that they haven't been paid for yet?
- Go to the consignor's account within the Contract Screen.
- Click on the Payout button at the top of the screen.
- Find the sold item within the Account Activity.
- Highlight the item that needs to be deleted and click on Delete Activity.
- The balance will automatically adjust after an item is deleted.
- You will need to re-inventory the item in Rose like it's new.
How do I adjust a Consignor's balance if they have already been paid for an item that was refunded?
- It's a good practice to adjust a consignor's balance sparingly as any adjustments made to a consignor's balance will be reflected in their account activity that they see.
- Click on the Transactions button at the top of the Contracts Screen.
- Type the amount in the amount field that you want to adjust the account by.
- In the Transaction Type field drop down menu, select the type of adjustment that you want to make.
- Fee and Charge both subtract from a consignor's balance while Refund adds to the balance.
- To adjust the entire balance, you can select "Adjust Account Balance" by scrolling to the bottom of the Transaction Type drop down menu. Selecting this will reset the balance to the amount you input. USE WITH EXTREME CAUTION