Refund a Stripe Payment

Tip: Instead of processing a refund, you can credit the client's account for future use as well.

• The Payment must be made via Stripe (it will say “Auto: Stripe.” If your client paid in any other way, see How do I Record a Cash or Check Refund?
• You need unallocated funds equal to or greater than the refund amount.
• If you do not have the necessary unallocated funds, then you must first: 
  • Unallocate the Payment, so it is not allocated to an Invoice
  • Void the invoice that the payment is allocated to.
  • Reduce the value of services on the order by the amount of the refund due.
  • Re-invoice the service order which will create the required unallocated amount on your payment.

How Do I Refund a Payment made via Stripe?

Step 1

• The "unallocated payments" list shows all funds available for refunding to a client.

Note: If you do not have the necessary unallocated funds, then you must first:
Unallocate the Payment, so it is not allocated to an Invoice

• Click "Create Refund" to start the refund process.

Step 2

• Ensure "Amount" to refund is correct.
• Add Details about the refund if needed.
• Toggled "Refund to Card" ON.
• Click "Create Refund."

Step 3

• The Stripe payment has now been refunded to the client's payment card on file.
• The payment is marked "refunded" in the client's "Payments."
• The refund will also be listed in the client's "Refunds."

Note: If the client removed the card on file, the Refund will fail. Contact the client to add their card, or discuss other options for issuing the refund.

Step 4

• The refund is documented in your Stripe dashboard under “Payments.”
• The refund is associated with the original payment, use search to find the original payment.

Note: Payments made via "Pay with PayPal Standard" in the client portal cannot be refunded through Pet Sitter Plus. A refund must be initiated directly from your PayPal account then recorded in PSP. See Refunding All Other Payments.