Details Invoicing: Processing Refunds

Though we hope this is few and far between, we understand that there may be times you need to issue a refund to your client.

To issue a refund, you must access your Stripe dashboard, as Details invoicing is powered through Stripe. Here's how to get to your Stripe dashboard:

  • Click the three lines in the upper left-hand corner of the screen to open the main menu

  • Select 'Company'

  • Select 'Financials'

  • On the resulting screen, click 'Stripe Dashboard' on the right-hand side of the screen under the 'Gateway Setup' section of the page

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Once you have navigated to Stripe, follow these steps:

  • Find the charge to be refunded on the Payments overview page.

  • Click 'Refund' in the upper right-hand corner of the screen

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    Enter the amount to be refunded. The default is a full refund. For a partial refund, enter a different amount to be refunded.

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  • Select a reason for the refund. If you select Other, you must provide an explanatory note attached to the refund.

  • Click Refund.