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
Workspace Overview
Learn more
White Label Setup
Learn more