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How to Issue a Refund (Credit Note)

Refund | Credit Note

Refunds are issued with Credit Notes.

  1. To do a refund go to the invoice you want refund, click on the ellipsis (three dots), click on credit note. You can then make edits on the credit note if needed.
  2. “Pay” the credit note. In the drop down menu for payment method select Stripe.
  3. Select the transaction and refund the amount.

Note: There must be a sufficient balance in the company Stripe account to complete the transaction.

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