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Refunds

Process the refund in Square against the original payment. Completed full and partial refunds reverse the corresponding Perkstar credit. Partial refunds use the proportional share supported by the original award and rounding rules; combined corrections never reverse more than the original credit. Square may report a refund while its payment or refund is still changing state. Perkstar waits for a terminal completed record, handles out-of-order delivery, and uses recovery reconciliation for missed notifications. Repeated delivery of the same refund is safe.
Do not make a manual loyalty correction while a Square refund is pending or under review. That can duplicate the automatic reversal. Record the original payment, refund time and Square location, then check the integration page.

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Troubleshooting

Confirm Square setup is complete, the explicit default programme is eligible, and the selling location is not paused or invalid. The payment must be completed and have a Square customer attached before payment. That profile must match an existing member of the routed Perkstar programme by email, phone, a previously established opaque link or the owned Wallet scan reference.
Use Review sale → Add customer → scan icon, not the payment barcode screen. Confirm Wallet-card scanning is on, the default programme is an individual active QR programme, and First name and Email are required. If the connection predates customer write access, reconnect Square. On Square Terminal or Register running Square Point of Sale, open Settings → Checkout → Customer Management and enable both Scan customers using device camera and Show Add customer button during checkout and/or Show Add customer button after checkout. Keep Square for Retail or Restaurants current. Test a Handheld or physical scanner against an on-screen Wallet QR before relying on it. If the device cannot scan the member there, use Square’s normal customer search to attach the matching Square Customer before payment. A conflicting exact match or non-empty foreign reference is left unchanged and appears as an attention item in Perkstar.
Square identification is optional and requires that customer’s explicit Square Customer Directory consent before any exact search, link, creation or Wallet-reference publication. The member can grant or withdraw it from the Perkstar join surface. To change it later, they open the customer-account link on the back of their Wallet pass, then choose Preferences → Square customer identification. Without consent, Perkstar leaves Square unchanged.
OAuth alone does not start earning. Choose an eligible unrestricted default programme, review every Square location, and repair any incompatible override. A location-restricted programme also needs an allowed Perkstar reporting location linked to that Square location.
Joining Square is not the same as joining Perkstar. Ask the customer to join the routed Perkstar programme first, use the same email or phone on both records, then attach the Square customer before a new payment. An earlier anonymous or unmatched payment is not credited retrospectively, and the unmatched contact is not retained.
That is expected. Square Loyalty is not required or written. Scan the customer’s Wallet pass with the Perkstar scanner, redeem in Perkstar, then apply the corresponding item or discount in Square.
Confirm the refund was completed against the original Square payment. Allow the terminal update and recovery reconciliation to finish before changing the member’s balance manually. If an operational issue remains on the Square integration page, record the time and contact Perkstar support.
If the seller is still listed with Reconnect, automatic token renewal failed or the current access expired. Reauthorise that same Square seller through the direct Perkstar installer. Perkstar replaces its credential in place and retains the saved default programme and location routes. If the connection was revoked or explicitly disconnected and the seller row was removed, start a fresh installation and configure the default programme and routes again.
Square is available as a production beta through Perkstar’s direct installer and is not currently listed in the Square App Marketplace. A Marketplace listing is not required. Confirm the organisation has Scale/POS Connect and that you are an owner or have Edit operations. If it still will not open, contact Perkstar support.

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Disconnect safely

An organisation owner or team member with Edit operations can disconnect Square from Settings → Integrations → Square. New Square work stops immediately. Perkstar revokes the Square grant and removes encrypted credentials, merchant and location routing, opaque Square customer links, Square-sourced operational data and retained webhook payloads. Before local ownership evidence is purged, Perkstar attempts to clear only a Square Customer reference_id whose live value and durable ownership record both prove Perkstar set it. Foreign, merchant-edited and merely coincidental values are never removed. Square Customer profiles, including consent-created profiles, remain under the merchant’s control. Existing de-identified Perkstar-authored loyalty balances and ledger entries remain so customers do not lose rewards already earned. A later reconnection is a fresh installation and requires the default programme and every location route to be configured again. Disconnect only after all expected refunds have settled. Once the Square payment link and credentials are removed, a later Square refund for a payment from the disconnected installation cannot be reversed automatically in Perkstar; contact support for a reviewed correction. If access is revoked in Square before disconnecting in Perkstar, Perkstar may also be unable to clear a Wallet QR reference it previously owned. The merchant can clear that stale reference_id from the Square Customer record or ask support for guidance.
Email support@perkstar.co.uk with the Perkstar business name, approximate payment or refund time, and Square location name. Never send an access token, raw webhook body, payment-card data or customer contact details.

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