When refunding a client in Upheal, you can:
Return whole or partial online payments (requires Stripe)
Send credit notes for refunds issued offline
Mark invoices as refunded
To refund a payment or mark an invoice as refunded:
Locate the invoice, either on the main Payments page, or in your client's profile in the Payments tab.
Click on the invoice ID to open it.
In the bottom left, click Activity.
Click the payment you want to refund.
Click Refund or credit.
Enter the amount you want to refund.
Choose between issuing a refund to the original payment method, or moving to account credit.
Refunding an online payment: If the payment was made online via Stripe, you can select Refund to the original payment method and the money will be taken from your Stripe account and returned to the client.
If you conduct a Stripe refund, you'll be charged the standard transaction processing fee (2.9% + $0.30). This amount won't be deducted from the client's refund; it will be charged from your Stripe account.Recording an offline refund: If you're conducting the refund outside of Upheal but tracking it in Upheal, you can still select Refund to the original payment method. In this case, this action won't send any money, but it does email a notice of the refund to your client and mark the invoice as refunded in your records.
Moving to account credit: The amount you specified will be recorded as a credit on the client's account, and will be available to apply towards the balance of future invoices.
Click Refund. If you chose to credit your client's account, this button will say Move
amountto credit.The invoice will now be marked as Refunded in your invoice lists.