A successful payment’s Refund action issues a full refund or a partial refund through Stripe, and requires the Record payments permission. Walk through issuing one yourself in Invoicing and Payments.
- Switch to the paid invoice and send its receipt.
- Open the refund form from Payment History.
- Issue a full refund.
Invoice detail page: issuing a full or partial refund from Payment History.
Next, follow Job → Invoice → Payment for the day-to-day workflow or use Invoicing and Payments for invoice controls.