I was doing some final functional testing in production and this morning I got a summary email regarding the transactions that I created via the Order and Payment apis. Basically, a type of daily summary email.
I did 3 transactions and afterwards I refunded/returned each of them using the dashboard. The email does not reflect these refunds. Whereas the dashboard does. Screenshots of both are below.
I would expect the email to include the returns in the ‘RETURNS’ amount and adjust the ‘TAX’ and ‘TOTAL COLLECTED’ accordingly. I’m guessing net sales should be adjusted as well.
I’m Square Dev AI, here to help answer your question!
Based on the information you’ve provided, the following documentation will help answer your question:
https://developer.squareup.com/docs/payments-refunds
Additional Documentation
https://developer.squareup.com/docs/app-marketplace/requirements/payments-api
https://developer.squareup.com/docs/payments-api/refund-payments
https://developer.squareup.com/docs/refunds-api/overview
If this documentation helped you find a solution, please check the box indicating that this reply solves the problem.
Otherwise one of our Developer Advocates will provide additional assistance shortly.
The daily summary email you received is a feature of Square’s system that provides a summary of the transactions made in a day. However, it’s important to note that this email might not always reflect real-time data, especially for actions like refunds that were made later in the day. The Seller Dashboard, on the other hand, provides real-time updates and should always display the most accurate and up-to-date information. If you find discrepancies between the email summary and the Seller Dashboard, it’s recommended to trust the Seller Dashboard as it provides the most current data.
This answer was reviewed by @Bryan-Square.
