This is part of client payments with UphealOS.
When refunding a client in Upheal, you can:
Return whole or partial online payments (requires Stripe)
Send credit notes for refunds issued offline
Mark invoices as refunded
To refund a payment or mark an invoice as refunded:
Locate the invoice, either on the main Payments page, or in your client's profile in the Payments tab.
Click on the invoice ID to open it.
At the bottom of the screen, click Refund.
Fill out the form with the refund amount, method, and optional memo and note.
Refunding online: If you're refunding a card via Stripe, select Stripe refund under Refund method.
Recording an offline refund: If you're conducting the refund outside of Upheal but tracking it in Upheal, choose the applicable option under Refund method. In this case, this action won't send any money, but it does email a credit note to your client and mark the invoice as refunded in your records.
Click Refund.
Please note: If you conduct a Stripe refund, you'll be charged the standard transaction processing fee (2.9% + $0.30). This amount won't be deducted from the client's refund; it will be charged from your Stripe account.
The invoice will now be marked as Refunded in your invoice lists.