The Refunds report lists the refunds you issued over a period, including the amount, method, and which orders they relate to.
Where to Find It
Reports → Financial Reports → Refunds
What This Report Shows
Refund date and amount
Refund note and payment method
Client name and the related orders
Filters You Can Apply
Date range — based on the refund date. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Client and payment method
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Note how this report behaves:
It lists only actual refunds — payments that were never refunded don't appear.
The date range matches the refund date, not the original payment or order date.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Refunds report, contact us at [email protected].