How to do a manual return on Square


Latest update: - Lucia Palozzi

Objective

Return an item that is not tied to an original sale when the customer paid with Square

Setup

  • Vend on iPad
  • Square App 

Steps

  1. Return the funds to the customer through the Square app using these steps
  2. Add the item the customer is returning to the sale on the Sell Screen
  3. Tap on the item 
  4. Tap on the Quantity field
  5. Tap the +- button to make the quantity negative
  6. Enter the quantity to reflect how many items the customer is returning 
  7. Tap Update Quantity 
  8. Tap the drop-down arrow in the top right corner
  9. Tap Park Sale to park the return
  10. Tap the three line menu button on the top left corner to open the side navigation panel
  11. Tap Dashboard
  12. Tap Sales Ledger
  13. Search for the parked return 
  14. Tap the parked return
  15. Tap Apply payment/refund
  16. Select your Square payment type from the 'Payment Type' drop-down
  17. Enter the negative amount of payment in the 'Amount' field
  18. Select the correct register from the 'Register' drop-down
  19. Enter the correct date in the 'Payment date' field
  20. Select the payment time from the 'Payment time' dropdown
  21. Tap Save 

 

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