Skip to main content
Return payment to a client.

Prerequisites

  • Invoice must be paid
  • Stripe connected
  • Funds available
1

Find the Invoice

In client’s Billing tab, locate the paid invoice.
2

Click Refund

Click the refund button.
3

Confirm

Acknowledge and confirm the refund.
4

Refund Processed

  • Client receives refund
  • Invoice status changes to “Refunded”
  • Funds returned via Stripe

Refund Timeline

  • Processing: Immediate
  • Client receives: 5-10 business days
  • Depends on client’s bank

Important Notes

  • Cannot be undone
  • Full refund only
  • Stripe fees may not be refunded
  • Keep records

Tips

  • Communicate with client
  • Document reason
  • Process promptly
  • Verify before confirming