How to Process Refunds Through Square in Iris Works
Steps to Process a Refund:
Navigate to Your Invoices
Go to the Invoices section in your Iris Works account.Open the Invoice for Refund
Find the specific invoice you want to refund, click the three dots next to it, and select Process Refund from the dropdown menu.
Select the Refund Amount
Enter the amount you want to refund.
Add any relevant notes for reference (optional).
Submit the Refund
Once all the details are entered, click Refund to process the refund.
Tracking Refund Status
After submitting the refund, the Refund Status will appear at the bottom of the invoice.
If the refund is still processing, it will say Pending.
Once the refund is completed, it will update to Complete.
On your main Invoices page, a new column will display invoices marked as Partially Refunded or Refunded for easy tracking.
Additional Tips
Use the Spotlight Search feature to quickly find invoices, whether they’ve been refunded or not.
Refunds are processed securely via Square, ensuring a smooth experience for you and your clients.