Do you have a customer requesting a refund? No worries!
In this article, we will teach you everything you need to know about refunding customer sales & invoices.
Refunding a product purchase
Click on Sales in the top navigation.
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.
Note: You can also access the specific invoice directly from the customer profile.
Once inside your invoice, click on the "Refund purchase" button.
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.
Refunding a payment plan/installments
For products that are set up with payment plans/installments you have the option to refund the entire purchase or just a specific installment.
To refund the entire order, simply follow the same steps as you would for a product purchase.
For a specific installment, these need to be refunded directly via Stripe.
Login to your Stripe account directly, search for your customer account and refund the specific installment from there.
Here's an article about refunding payments in Stripe.
To cancel future payments, use the process outlined here.
Refunding community subscription plan invoices
Community subscription plan invoices need to be refunded directly via Stripe.
Login to your Stripe account directly, search for your customer and refund them from there.
Here's an article about refunding payments in Stripe.
Partial refunds
Partial refunds need to be handled directly via Stripe/PayPal.
Login to your Stripe/PayPal account directly, search for your customer, and refund them the order from there.
Here's an article about refunding payments in Stripe.
At this time, adjusting the refunded amount on Podia would not be possible, but we are working on it!
A note on purchases made through PayPal
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:
FAQ
How do I sync a refund that I've made directly in Stripe?
How do I sync a refund that I've made directly in Stripe?
At this time, there is not a way to reflect changes made in Stripe inside your Podia account. We recommend that when possible, refunds are issued directly through Podia instead of through Stripe.
How do transaction fees work when a payment is refunded?
How do transaction fees work when a payment is refunded?
Stripe and PayPal have their own processes and policies when it comes to how they handle processing fees and transaction fees for refunded payments.
For Podia transaction fees: These fees are refunded to our users when a payment is refunded to one of their customers.
If you have any questions, send an email to [email protected] or click the purple help icon to send us a message 😄