Can I refund a card payment from an invoice in Workspace369?

Yes. Open the invoice's Payment tab, open the ⋯ menu on a card payment taken through Stripe and choose Refund…. The money goes back to the card the client used.

Can I refund only part of a payment?

Yes. Choose Part of it and enter the amount, or Full to refund the whole payment.

Does the invoice stay paid after a refund?

You choose. Credit note · invoice stays paid keeps it paid and records the refund on a credit note. Client owes the amount again makes it due again, so payment reminders can go out. A pay link invoice stays paid with a credit note unless you choose Client owes the amount again.

Who can refund a payment, and on which plans?

Owners and admins, on every plan.

Are processing fees returned when I refund?

No. Processing fees aren't returned.

Billing & payments

Refund a card payment straight from the invoice

Owners and admins can now refund all or part of a Stripe card payment from the invoice it paid, choose whether the invoice stays paid, and follow the refund to the card.

Cut-paper illustration of a bank card with an amber arrow looping back and a torn receipt, beside a render of an invoice payment marked Refund pending and a refund confirmation.

Refund a card payment from the invoice

Open an invoice, go to its Payment tab and open the ⋯ menu on a card payment taken through Stripe. Choose Refund…, and in the Refund payment sheet check the summary of the payment and how much can be refunded, then pick Full or Part of it. The money goes back to the card the client used.

Under On the invoice, choose what happens to it: Credit note · invoice stays paid keeps it paid and records the refund on a credit note, or Client owes the amount again makes the invoice due again so payment reminders can go out. Pick a reason (Requested by the client, Duplicate payment, Fraudulent payment or Other reason) and confirm with Refund and the amount. Your choice takes effect once Stripe confirms the refund. An invoice paid through a pay link keeps it paid with a credit note, unless you choose Client owes the amount again. Processing fees aren't returned.

The payment then shows Refund pending, Refunded with the amount, or Refund failed, in which case nothing was refunded. For a payment you recorded by hand, the same menu opens Record a refund, which records that you paid the client back outside Workspace369 without moving money. Only owners and admins can refund, on every plan. It is on the web app now and comes to the iPhone app with its next update.

Full or partial refunds from the invoice's Payment tab
Keep the invoice paid with a credit note, or make it due again
Refund pending, Refunded and Refund failed on the payment row

Refund part of a card payment from the invoice's Payment tab and keep the invoice paid with a credit note. Example data.

Where to find it: Invoices
an invoice
Payment
a payment's ⋯ menu
Refund…
Plans: Every plan
Learn more: Online payments Refund a card payment guide

Quick answers

Can I refund a card payment from an invoice in Workspace369?: Yes. Open the invoice's Payment tab, open the ⋯ menu on a card payment taken through Stripe and choose Refund…. The money goes back to the card the client used.
Can I refund only part of a payment?: Yes. Choose Part of it and enter the amount, or Full to refund the whole payment.
Does the invoice stay paid after a refund?: You choose. Credit note · invoice stays paid keeps it paid and records the refund on a credit note. Client owes the amount again makes it due again, so payment reminders can go out. A pay link invoice stays paid with a credit note unless you choose Client owes the amount again.
Who can refund a payment, and on which plans?: Owners and admins, on every plan.
Are processing fees returned when I refund?: No. Processing fees aren't returned.

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