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Assessing refund eligibility for client invoice payments
Assessing refund eligibility for client invoice payments

An overview of guidelines and limitations when refunding invoice payments

Updated over 6 months ago

Refunds for a client’s invoice payments can be actioned in most cases on Bonsai with any of our integrated payment methods, such as Bonsai Payments, Stripe Payments or PayPal.

However, there are some limits on when a refund can be completed.

Refunding a client’s invoice payment

If the client’s payment was within the last 45 days, they are eligible for a refund.

For instructions on how to complete the refund, check out our article on Refunding invoice payments to clients.

Limitations on refunding a client’s invoice payment

It is not always possible to refund your client depending on the payment type, the time since the original payment, and payment processor used for the transaction.

If 45 days or more have passed from the date of the client’s payment, a refund cannot be applied. The easiest way to refund your client is by using an off-platform alternative.

Error messages

If you are encountering an error message when refunding your client and want to explore the possibility of reversing the transaction, please contact us for further assistance.

For additional support with issuing refunds to clients, please contact the Bonsai Support team at support@hellobonsai.com

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