In Heyquip: On the order or the invoice
You will have the refund recorded and the balance updated. When the original payment was not taken by Stripe, clicking Refund triggers no banking action: the entry touches your books, not your bank account.
Steps
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Open the order and scroll to the Billing summary, or open the invoice and scroll to the Summary.
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Click Refund. The Add refund window opens.
Stay on Manual Payment, or switch to Use Saved Card.
Pick the Payment Method.
Enter the Amount to return and a Reference # if you have one.
Click Save.
When you finish, the refund is recorded against the order or invoice, and the balance updates.
Refund a Stripe payment
A payment that Stripe took is refunded through Stripe itself, without the card or the customer in front of you.
On the order, scroll to the Billing summary. The order's payments are listed under the totals.
On the Stripe payment, click the three dots, then Refund via Stripe.
A window asks for the amount to refund, in full or in part.
Click Confirm.
When you finish, Stripe refunds the payment automatically.
Good to know
Use Refund to record money going back to the customer. A credit always starts on the order, never on the invoice, with one exception: Actions > Void invoice, done on the invoice itself.
A payment taken on an order does not apply itself to the invoice. Apply it to the invoice or refund it, otherwise it stays unapplied. See Apply an account credit to an invoice.