Objective
Return an item that is not tied to an original sale when the customer paid with Square
Setup
- Retail POS on iPad
- Square App
Steps
- Return the funds to the customer through the Square app using these steps
- Add the item the customer is returning to the sale on the Sell Screen
- Tap on the item
- Tap on the Quantity field
- Tap the +- button to make the quantity negative
- Enter the quantity to reflect how many items the customer is returning
- Tap Update Quantity
- Tap the drop-down arrow in the top right corner
- Tap Park Sale to park the return
- Tap the three line menu button on the top left corner to open the side navigation panel
- Tap Dashboard
- Tap sales history
- Search for the parked return
- Tap the parked return
- Tap Apply payment/refund
- Select your Square payment type from the 'Payment Type' drop-down
- Enter the negative amount of payment in the 'Amount' field
- Select the correct register from the 'Register' drop-down
- Enter the correct date in the 'Payment date' field
- Select the payment time from the 'Payment time' dropdown
- Tap Save