How to refund a Stripe card payment

If you have connected Accounting to Stripe, you may receive card payments directly from your customers or you can take their card information to apply a payment to their invoice. Either way, you may need to occasionally refund a Stripe payment to a customer. While you must refund payments via the Stripe dashboard, you can initiate the process directly from the invoice in Accounting.

Note: Refunds can only be applied to the original card used to make the payment.

To refund a Stripe payment

1. Go to Sales and then click Sales Invoices.
2. Locate and then click to open the invoice for which you want to refund a payment.
3. Under Amount Paid on the right-hand side, click on the payment hyperlink.
4. Click Edit in the Refund column for the payment you want to refund.
5. Click Refund in Stripe.
6. Enter your Stripe account credentials and then click Sign in to your account. You are redirected to the payment in the Stripe dashboard.
7. Click Refund.
8. By default, the full amount displays in the Refund field but you can enter a different amount as needed.
9. Select a Reason, and then enter a description as needed.
10. Click Refund, and then close the Stripe dashboard to return to Accounting.
11. Go to Banking, and then click on the Stripe bank account.
12. The original payment is now marked either Refunded or Partially Refunded and a new refund transaction is created.