Refunding a Payment

Refunding a payment in Doulado is quick and straightforward. You can process refunds directly from the payment interface for both electronic funds transfers and payment card charges.

How refunds work:

• Payments made through Doulado (Stripe-connected accounts):

  When you issue a refund, the funds are automatically returned to the payer’s original payment method.

• Payments recorded from an outside source:

  If the invoice was paid externally, you can edit the payment to note the adjustment instead of processing a refund through Stripe.

• Invoice adjustments:

  If the refunded amount reduces the total due, you’ll also need to edit the original invoice so the balance reflects the refunded amount.

Processing a Refund for an Internal Payment

1. Navigate to Billing > Payments.

2. Use the filter field to find the payment. You can search by invoice number or payer (client) name.
3. At the end of the payment row, click the Refund icon.

4. Enter the amount you’d like to refund.
   • You are responsible for any processing fees associated with the original payment.
   • If you want to refund the client the full amount they paid, enter that full amount and absorb the processing fees.
   • If you want the client to cover the processing fees, enter the net amount you received.
5. Click Refund to finalize.

⭐Important notes

• If you refund the full amount, your Stripe payout balance may become negative. Any processing fees will be deducted from your next payout.
• Refunds typically take 7–10 business days to appear back on the original payment method.