How to issue a refund
- 1Open the invoice that has the payment you want to refund.
- 2In the Payment History section, click "Issue refund" on the payment entry.
- 3Enter the refund amount (full or partial), select a reason, and add an optional note.
- 4Click "Refund" to process. The client receives an email confirmation.
Stripe processing fees are non-refundable
When you refund a payment, Stripe keeps their original processing fee ($0.30 + 2.9%). The refund confirmation shows this so there are no surprises.
Client portal refund requests
You can optionally let clients request refunds from the client portal. This is off by default. Enable it in Settings > Integrations > Stripe under Payment Settings.
When a client submits a request, you receive an email notification. Go to the Payments page to approve or deny it. Clients cannot self-serve refunds — you always have the final say.