How you trigger a refund depends on how you were paid.
👉 Important: If you are refunding a payment made through Stripe, you must issue the refund directly through Bonsai as outlined below.
Do not issue any refunds through your Stripe Dashboard directly.
If you were paid via credit card using Stripe or Bonsai Payments, click into the invoice you'd like to refund then click 'More Options' and select 'Refund Payment' from the dropdown.
You'll then be presented with a pop-up asking you to confirm this action.
👉 When you confirm, this will refund the entire payment. If you'd like a partial refund, please contact us directly.
Once you click 'Yes, I'm Sure' the refund will be process and you're done! The money will now be on it's way back to your customer's credit card and nothing else is needed from you.
If you were paid via ACH through Stripe or Bonsai Payments, you cannot refund the payment electronically, since it's effectively the same as writing a check. You will need to directly transfer the funds back to the client from your bank.
If you were paid via PayPal, you will need to log into your PayPal account to issue the refund.
If you were paid through another method (Wire Transfer, Mailed Check or Cash) then you will need to initiate the refund directly from your bank account or in person.