Squarespace Finance Panel Guide
TL;DR:
- View all transactions, refunds, and chargebacks through the Finance panel
- Filter transactions by type, status, and date range
- Issue full or partial refunds directly from the Orders section
- Handle chargebacks by following email instructions and keeping detailed records
- Export options for payments aren't available in Squarespace
Viewing and Managing Transactions
The Squarespace Finance panel gives you a clear view of all your financial activity. You can track successful payments, refunds, chargebacks, and failed transactions from one place.
Accessing Transaction Details
On desktop, head to the Finance panel to see your transactions. Mobile users need to tap Finance under the Selling panel, then go to the Payments tab.
Click or tap any transaction to see the full details including payment amount, billing information, and shipping details.
Filtering Your Transactions
Use the tabs at the top to filter by transaction type: Paid, Failed, Refunds, or Chargebacks.
For date filtering, enter your start and end dates, then hit apply. Use the reset button to clear any filters you've set.
Note that Squarespace doesn't currently let you export payments or payouts as CSV or Excel files.
Processing Refunds
You can issue both full and partial refunds straight from the Finance panel. The process is simple and works the same way for both refund types.
How to Issue a Refund
- Go to the Finance panel and click Orders
- Find and select the transaction you want to refund
- Click "Refund" and enter the amount
- Hit "Issue Refund" to complete the process
Managing Chargebacks
Chargebacks happen when customers dispute charges through their bank rather than contacting you directly. These can temporarily reduce your account balance, so handle them carefully.
Responding to Chargebacks
Squarespace will email you when a chargeback occurs. The email includes dispute details and clear next steps.
If you want to contest the chargeback, follow the instructions in the email. You'll need to provide evidence that the transaction was legitimate.
FAQs
How do I view transaction details on mobile?
Tap Finance under the Selling panel, then go to Payments and select your transaction.
What happens if my account balance goes negative from refunds?
Contact Squarespace Customer Support for help managing negative balances.
Where can I get more help with payment disputes?
Check the Squarespace support center for detailed guides on payment disputes and chargeback management.
Jargon Buster
Finance Panel – The Squarespace section where you manage all payment-related activities
Chargeback – When a customer disputes a charge through their bank, causing the payment to be reversed
Refunds – Returning money to customers, either the full amount or a partial amount from their original purchase
Wrap-up
The Finance panel keeps you in control of your money. Regular monitoring helps you stay on top of your financial health and catch issues before they become problems. Keep good records, communicate clearly with customers, and don't hesitate to use Squarespace's support resources when you need help with disputes.
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