If you need to refund an invoice (or a customer purchases your product and you need to issue a refund), follow the steps below:

In this article:

Refund an invoice

A note on PayPal invoices

Refund membership invoices

Refund an invoice

Step 1: Click on Sales in the top navigation.

Step 2: To open up a specific invoice, click the Invoice # in the first column on the left.

You can select invoices for individual product purchases or for individual payment plans.

Step 3: Once inside your invoice, click on the Refund purchase button.

Step 4: Choose if you'd like this particular customer to retain access to the product or to be removed from the product after the refund. Once you're done, click on Refund purchase.

Need to offer a partial refund? The best way to do this would be to refund through Stripe directly.

A note on PayPal invoices

At this time, refunds for purchases made with PayPal need to be handled through PayPal directly.

Once you've refunded the purchase via PayPal, simply click on Mark refunded here on Podia:

Refund membership invoices

Membership invoices need to be refunded directly via Stripe.

Here's an article about refunding payments in Stripe.

And that's it! If you still have questions about invoices, email us at [email protected] or click on the icon below.

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