Billing and payments

How to process and confirm a refund

Return an eligible payment, confirm its processor status, and keep the client balance accurate.

Step by step

1
Open the paid invoice and select the eligible payment.
2
Choose Refund, enter the amount and reason, and confirm.
3
Wait for the refund status to update before trying again.
4
Review Payments, the invoice balance, client outstanding balance, and refund confirmation delivery.

What should happen

The refunded amount is recorded once, the client does not owe it again, and the invoice shows the correct payment and refund history.