Credit card transactions cannot be edited or deleted. If you need to correct a payment, the only option is to issue a refund.
Important Notes
- Credit payments are non-editable once submitted.
- Only cash or check payments can be edited or deleted.
- You can issue full or partial refunds as needed.
Step 1: Locate the Original Charge
- Open the customer’s Work Order or Invoice.
- Scroll to the Payments panel.
- Identify the line item for the credit card charge you want to refund.
Step 2: Open the Refund Panel
- On the far-right side of the payment line, click the Actions button.
- Choose Refund from the dropdown menu.
Step 3: Enter Refund Amount
- A refund panel will appear at the bottom of the Payments section.
- Enter the amount you want to refund (e.g.,
$10). - Click Submit Refund.
Step 4: Confirm Refund Success
- A confirmation message will appear if the refund succeeded.
- A new line item will be added showing a refund with the amount, type, and timestamp.
- Once refunded, no further actions are available for that refund line.
Step 5: Review Refund in Stripe Dashboard (Optional)
- Go to My Profile → Account Billing → Open Stripe Dashboard.
- Navigate to the Transactions section.
- You’ll see the partial or full refund logged in Stripe.
Additional Notes
- Refunds may take 2–5 business days to return to the customer’s account.
- If you accidentally refund the wrong amount, issue another charge or an additional refund as needed.
- Refunds are tied to the original payment ID and are processed securely through Stripe.