Payments

Refund a customer payment

Issue a refund cleanly so the balance, payment history, and customer conversation all stay straight.

Owner/AdminQuotes, Invoices & PaymentsPayments3 minutesLast reviewed Mar 22, 2026Reviewed 1 days ago
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Before you start

  • The original payment has already been recorded or processed.

What you'll do

Refund the right payment and make sure the customer record still makes sense afterward.

Do this

  1. 1

    Open the original payment

    Find the invoice or payment record that needs to be refunded.

  2. 2

    Enter the refund correctly

    Use the refund action and double-check the amount before confirming.

  3. 3

    Review the updated balance

    Make sure the customer balance or invoice status reflects the refund the way you expect.

After the refund

Tell the customer what was refunded and when they should expect it to settle so they are not left guessing.

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