Payments
Refunds
In this article
Open the invoice, click Payments & refunds, and click Refund next to the payment. You can refund all of it or part of it, and refund the same payment more than once until nothing is left. A card or bank payment is returned to the customer through Stripe. A cash payment is only recorded as refunded: you hand the money back yourself.
Refund an invoice payment
- Open the invoice. Once a payment has gone through, it shows a Payments & refunds button.
- The Payments & refunds window shows the Invoice total, what was Paid, what was Refunded and what is Left to refund, with one row per payment.
- Click Refund on the payment you want to give back.
- Type the Amount to refund. To work it out from the invoice lines, use Pick invoice items to calculate the amount. This only fills in the amount; it doesn't change the invoice.
- Check Sales tax in it. Use the payment's share fills in the tax that belongs to this amount.
- Choose a Reason: Requested by customer, Service not completed, Pricing error or Other. With Other, type it in Tell us the reason.
- Read After this refund. It shows what will be left on the payment and on the invoice, the revenue and sales tax reversed, and the amount Back to customer.
- Click Refund $… (the button shows the amount).
You see "Refund completed" when it's done. "Refund submitted" means Stripe is still confirming it; it finishes on its own. Either way you're taken back to the invoice.
Appointment payments and recurring payments have a Refund button on the payment row, which opens the same refund window. For an appointment, open its PAYMENT step: the row is under Payments.
What changes after a refund
| Refunded | What happens |
|---|---|
| Part of a payment | The payment and the invoice show Partially refunded. |
| All of it | The invoice shows Refunded, and the payment row shows Fully refunded. |
| Only a deposit | If the deposit was the only payment, the invoice becomes Voided. |
The customer gets the built-in Payment refunded email. You can also start your own automation when a payment is refunded.
Fees on a refund
When you refund an invoice payment, BizBaby gives back its own share of the fee for that refund. See Payouts and fees explained for how fees work.
Common problems
- There is no Payments & refunds button. The invoice has no completed payment yet.
- Refund is greyed out. That payment has already been refunded in full.
- "Only $… is left on this payment — the refund was capped there." You typed more than is left. BizBaby lowered the amount to what's left.
- "A refund is already processing for this payment." Wait for the earlier refund to finish, then refund again if needed.
- "Enter a positive refund amount with no more than two decimal places." Type a number such as 45.50.
- "Enter the reason for this refund." You chose Other. Fill in Tell us the reason.
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