Invoices & payments
Refunding a payment
Record money returned to a client.
- 1Open the invoice.
- 2In the Payments timeline, click Refund on the payment.
- 3Enter the amount, how it was refunded, and a reason.
- 4Choose whether the refunded amount should still be owed. Ticking Don't charge this amount writes it off so nothing is owing.
- 5Click Record refund.
Important
Recording a refund doesn't move any money by itself. Return the money to the client yourself (by e-transfer, cash or your card terminal). Refunds can't be undone.
Updated October 12, 2026
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