How to refund customers on Stripe and reissue invoices
Learn how to refund customers on Stripe and reissue invoices in Bookipi Invoice Web v2 with our simple steps.
Refund customers on Stripe with two methods:
Refund payments on Stripe in Payments Overview
Step 1: Find the payment to be refunded on the payments overview page.
Step 2: Click the ••• icon to the right of the charge. Select 'Refund payment'.
Step 3: A full refund can be issued by default. For a partial refund, enter the amount you would like to be refunded.
Step 4: Select a reason for the refund. If you select Other, you must provide an explanatory note that is attached to the refund.
Step 5: Click 'Refund'.
Refund payments on Stripe in the Dashboard section
You can go to the Dashboard section to refund a specific payment.
Step 1: Click 'Refund' for a specific payment.
Step 2: Choose a full or partial refund and pick a reason for the refund.
Bulk Refunds of full payments on Stripe in the Dashboard section
You can also make bulk refunds of full payments in the Dashboard section. Partial refunds must be issued individually.
Step 1: Select the multiple payments to refund by checking the box to the left of each payment that you want to refund.
Step 2: Click 'Refund' to be prompted for the reason.
Refunding your payment on the Stripe dashboard will not change the status of the invoice in Bookipi Invoice
Step 3 (Optional): You can reissue the invoice in Bookipi Invoice once you have refunded your customer:
a) Access 'Invoice'
Select 'Invoice' from your document lists.
b) Choose Invoice
Find and select the invoice you wish to reissue.
c) Open Options
Tap the three dots (•••) in the top right corner of the screen.
d) Copy Invoice
Choose 'Copy' from the options.
e) Save Invoice
Select 'Invoice' on the category list to create a new copy of the invoice.
f) Select 'Continue'
Click 'Continue' to save the invoice.
g) Send Invoice
Click 'Send' to share the reissued invoice with your customer to get paid.
h) Customize your email and select 'Send'
Adjust the email message if needed, and select 'Send' to complete the reissue.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app and check out our mobile app guides.
Read our frequently asked questions (FAQ) for accepting card payments on Bookipi Invoice