Refunds and the Client Balance

Refund all or part of a paid invoice. The money goes to the client’s balance in your workspace, where they can spend it on your services and invoices.

Overview

This guide explains how to refund and where the money goes.

Who Can Access

Team members need Process Refunds.

Step-by-Step Guide

1. Open the refund

   Open a paid invoice and click Refund, or choose Refund in the invoice menu.

2. Choose the amount

   The dialog shows the invoice total, what is already refunded and what is left. Enter the Refund Amount, or click Full refund or 50%.

   

3. Give a reason

   Pick a reason, such as Customer request or Billing error, or write your own, and click Process Refund.

Where the Money Goes

• The amount is added to the client’s balance in your workspace. Nothing is sent back to their card or bank.
• The client can spend the balance on your services and invoices. See Client Balance.
• If you need to return money to their card or bank, do it in your payment provider yourself.

What Changes on the Invoice

• A partial refund keeps the invoice Paid and shows what was refunded and the balance left.
• A full refund changes the status to Refund.
• The client gets the Payment refunded email.
• Only paid invoices can be refunded, up to what was paid.

Frequently Asked Questions