Process a refund a payment received via Stripe Integration

To refund a payment taken through the Stripe integration, you process the refund in Workshop Software and then issue the refund from your Stripe dashboard. This article covers both steps.

To process a refund via the Stripe integration, you'll need to process the refund in Workshop Software, and update the details in Stripe to send the funds back to your client.   Follow these simple steps: 1. Process a refund in Workshop Software.

• If the Customer is a cash type customer, follow these steps: Refund a Cash Customer
• If the Customer is an account type customer, follow these steps: Refund an account Customer

2. Login to your Stripe dashboard and follow the "From the Dashboard" steps in this guide: https://support.stripe.com/questions/refund-a-customer  

Good to Know#

• If you experience any issues during setup, contact the Workshop Software support team for assistance.
• Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.

Also Explore#

• WorkshopPay - Integrated Payments
• Workshop University
• Workshop Software Blog