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If you know this as the item is being added to the cart, apply it in that screen. Otherwise, you can edit it once it’s in the cart by clicking on the “Current Sale” link at the top, then clicking the item itself, and setting the Discount in the section at the bottom. Discounts are applied item by item so add them to the item(s) to which they apply only. Make sure you are aware of your business units policies on allowing discounts or not. If your business unit DOES allow a discount, make sure only a max of ONE discount is applied per item.
Note: if an expected discount is missing, coordinate with Accounting so that the System Administrators, who have ability to add and edit these, can ensure it gets added for future use
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A refund can be applied (if necessary AND in accordance with business policy) after the transaction has completed, by navigating to the 3 bars in the upper left of the Terminal, and choosing [Transactions] from the menu. Select the transaction that is required by clicking it, and then click the [Issue Refund] button, confirm the item(s) to refund, and click [Next], select the reason for refund, and then click [Refund]. If the customer desires a receipt, this will have to be manually produced, as it does not get run or sent automatically by Square.
Offline Sales
If the Square Terminal loses connectivity, they are setup to allow offline sales (this is a toggle setup when the unit is setup). Your Square Terminal will show that it is offline, and still allow you to check out so long as the total amount in the check out does not exceed the max offline per-transaction limit for that device. For most of the devices we've setup, the amount is $50, and this can be adjusted with business unit justification up to a max of $150 per transaction – any change to this setting must be made by someone with administrative access so it should be coordinated through the Square administrators/product owner. Important: any offline sale processed MUST requires the device to be connected successfully to WiFi within 72 hours of that sale for the transaction to process.