Refund a client

Refund part of a card payment, with an approval above the threshold.

You need canIssueRefunds. Only card payments are refunded in the app.

Open the payment

Open the trip, then the Payments tab. A card payment with money still refundable shows a Refund button.

Enter the amount and reason

The amount cannot exceed what was paid less what is already refunded. A reason is required.

Under the threshold: confirm

At or below refundApprovalThresholdCents (default $500.00), click Confirm. The refund goes to the original card, the payment shows its refunded amount, and a refund_to_client entry appears in client funds.

Over the threshold: request approval

The button reads Request approval. Another person with canManageSettings opens Approvals and approves it.

Finish an approved refund

Call refundClientPayment with the same paymentId, amountCents, and reason, plus the approvalId. The approval is used once.

If the status is unknown

Check the payment in Stripe before trying again. Do not use a new key for the same refund.

On this page