Issuing a Refund Through Square

Square refunds are started in DrChrono but need to be processed through the Square dashboard.

For more information on processing refunds in Square, see Square's resources here.

To issue a refund through Square, navigate to the Patient Payments section and select the patient to issue the refund.

1. Once the patient is selected, select the Square hyperlink to be taken to your Square dashboard.
   
   
   
   
2.   After you log in, select Issue Refund.
   
   
   
   
3.    You will have the option to Refund Items or Refund Amount.  To Refund Items check the box(es) to select the items.  Press Refund Items to issue the refund.
   
   
   
   
4.  To Refund Amount, enter an amount and select a reason.  Press Refund Amount to issue the refund.
   
   
   
5.  You will see information in your Square dashboard about the refund.  
   
   
   
   
6. You will receive an email about the refund. 
   
   
   
7. After the refund has been processed, it will appear in your DrChrono account.