How to Submit a Stripe Refund in your Workspace

Overview

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Initiate the actual transfer of funds directly through your workspace to move physical money from your bank account back to your customer. 

If you use any other payment method: You must manually issue the refund through that specific platform (e.g., PayPal, your bank’s portal, or a physical check). 
 

1. In the left menu, select Invoices
   
    
2. Then choose Receivables
   
    
3. In the Receivables list, Preview the Receivable by clicking the transaction number 
   (you can also preview it by going to the three-dot menu to the left of the transaction number and choosing Preview)
   
    
4. In the Preview page, click the Stripe logo to the top right of the receivable details
   
    
5. In the window that pops up, click Begin Refund
   
6. Next, enter the Refund amount, select the Reason for the refund, and enter additional details if needed
   
    
7. You'll see a "Successfully refunded" message after you click refund. 
   
   If you don't see this message check the details entered in the Send Refund window and/or your Stripe configuration within your workspace.