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Can I send a refund receipt if I issued a refund outside of Square?

The title of this thread has been edited from the original: Refund receipt

 

I am attempting to refund someone who paid by credit card through my online store (in August 2019).  However, the refund was "cancelled" for some reason so I sent the refund by bank transfer.  Is there a way to create and send a "refund receipt" through Square, even though I am not refunding to the card used to make the purchase?

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Square Community Moderator

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Hey there! Thanks for asking. Since the refund was completed outside of Square, there is no way to issue a refund receipt through Square. You will have to do this outside of Square and just keep records of this refund. I see a lot of Seller's make a note on the customer's profile in the Customer Directory stating how and when the refund happened. 

 

See the screenshot here to find where you can add this information:

 

Screenshot 2020-01-16 at 10.22.28 AM.png

 

It will be at the bottom of the customer's profile.

 

I hope this helps and that you also have a great day! 🙂 

AshleyK
Community Moderator, Square
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Square Community Moderator

Best Answer

Hey there! Thanks for asking. Since the refund was completed outside of Square, there is no way to issue a refund receipt through Square. You will have to do this outside of Square and just keep records of this refund. I see a lot of Seller's make a note on the customer's profile in the Customer Directory stating how and when the refund happened. 

 

See the screenshot here to find where you can add this information:

 

Screenshot 2020-01-16 at 10.22.28 AM.png

 

It will be at the bottom of the customer's profile.

 

I hope this helps and that you also have a great day! 🙂 

AshleyK
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
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Is there any way to submit a request for this? We deal with a lot of third parties (insurance plans), and we need to complete refunds outside of square one frequently. 

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