Payments & Getting Paid
Refund a payment or issue account credit
You can return money on a paid invoice two ways: a money refund (sends card charges back through Stripe) or account credit (moves no money, but gives the customer a spendable credit for a future bill). Either choice closes the invoice and removes it from collected revenue.
Where: Money tab -> "Payments & refunds" -> the paid invoice -> Refund
- Open the Payments & refunds view from the Money section.
- Find the paid invoice in the Paid list and click Refund.
- Read the amount shown - this is the full amount being returned.
- Choose "Money refund" to send card money back through Stripe (it also flags any cash or check portion the office needs to hand back).
- Or choose "Refund to account credit" to move no money and instead give the customer spendable credit.
- Confirm. You'll see a toast confirming the refund or the credit, and the invoice moves to the Refunded list.
Good to know
- Account credit is the friendly option when a customer will use you again - it keeps the money with your business.
- A money refund on a card goes back through Stripe to the same card; cash and check portions you return by hand.
- Refunded and disputed invoices sit in their own section at the bottom of Payments & refunds so you can track them.