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How to Issue a Refund
How to Issue a Refund

Issuing a refund for a Stripe or Square credit card payment

Daniel avatar
Written by Daniel
Updated over a week ago

If you are refunding a credit card or ACH payment, this can be done through Bloom. Any other payments will need to be refunded outside of Bloom.

To refund a credit card or ACH payment, follow these instructions:

  1. Open the project

  2. Click on the invoice

  3. Click on the 3 dots next to the payment

  4. Click "Issue Refund"

  5. Enter the amount, and click "Refund"

  • Open the project

Go the projects tab, and locate the project containing the invoice. You can also find the project and invoice through the invoice tab.

  • Click on the invoice

Note, click directly in the middle of the invoice. Do not click on the 3 dots to the right of the invoice. This will open a popup that shows all payments on that invoice.

  • Click on the 3 dots next to the transaction you'd like to refund

This will open a dropdown where you can offer a refund or view the receipt.

  • Click issue refund

You can pick between a full refund and a partial refund. If you select partial, enter the amount, and click refund.

That's all there is to it. After you click refund, it will refund your client.

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