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      How do I refund a payment?

      If for some reason your Client is no longer using your product or services, or they’re not satisfied, you may need to issue a refund. A refund can be processed directly from your FreshBooks account for all FreshBooks Payments (WePay) and Stripe payments, and all other manual refunds can be updated by you as well.

       

      Refund an Online Payment

       

      PayPal refunds will need to be done manually instead. For WePay and Stripe payments, only credit card payments up to 60 days old and Bank Transfers (ACH) up to 90 days old can be refunded within your FreshBooks account. If the payment is older, contact either WePay or Stripe directly instead.

       

      Refunds can only be processed by the Owner of the account. To refund a payment that was made through FreshBooks Payments (WePay) or Stripe, use the below steps:

      1. Click on the Payments section
      2. Either in the Invoice Payments tab, or the Checkout Link Payments tab, hover over a payment you want to refund
      3. Click on the refund button - if it does not appear, the payment is too old to refund
        Refund button above a payment.
      4. On the Refund page, under Refund Options, choose between Full Refund or Other AmountRefund page with options to choose on how much to refund.
      5. Under Reason for Refund, choose between Duplicate, Fraudulent or Requested by Customer
      6. Click on the Refund button to confirm. A refund notification will be emailed to the Client once the refund is processed, and the payment will be updated to reflect the refunded amount with a reversal reason.


      Notes:

      • Refunds take 3-7 business days to process
      • Transaction fees are not refunded for Stripe payments
      • Transaction fees are only refunded in full for FreshBooks Payments (WePay) and transaction fees are not refunded for partial refunds
      • The Invoice status will stay the same until the refund has finished processed, once processed, the Invoice will return to its previous status (Overdue, Partially Paid, or Sent). If the Invoice will not be fully paid, use the latter steps for Manual Payments to add a negative line item and reduce the balance to $0
      • Checkout Links that have been refunded will indicate a status of Refunded

       

      Refund a Manual Payment

      If your refund was not processed through FreshBooks Payments (WePay) or Stripe, like PayPal, you can manually adjust the original payment amount with the below steps:

      1. Process the refund outside of FreshBooks as needed (like your PayPal account)
      2. Go to the Payments section
      3. Find the payment you want to refund and click on it
      4. Edit the total in the Amount field to reflect the partial or full amount you refunded
      5. In the Notes field, specify any details about the refund
        Payment being edited with fields changed.
      6. Click on the checkmark button to save your changes
      7. Then in the saved payment, click on the Invoice Number link to go to that Invoice
        Invoice link inside a payment.
      8. Click on the Edit button on the Invoice
      9. Add a line item called Refund (or something similar) with the partial or full amount you refunded as a negative value
        Invoice with new line item called refund with a rate of -100.
      10. Click Save to finish. The Invoice will now reflect the refunded amount.

       

      FAQs

      Where do I view all my Refunds?

      All past refunds can be viewed with these steps:

      1. Click on the gear icon in the top left corner
      2. Then click on Accept / Manage Online Payments
      3. Click on the All Transactions sub-tab
      4. On the list of all transactions, click on the Status header to sort by status, all refunded transactions will be grouped together for you to view.All transactions page with a payment shown with a status of refunded.

      Select users can see Refunds in their FreshBooks Payments Report as well.


      What happens if I refund the payment from within my WePay or Stripe dashboard instead?

      If you process your refund outside of FreshBooks from within your Stripe or WePay dashboard, the payment will be adjusted the same way it would be as processing it from within FreshBooks.

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