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:
Open the project
Click on the invoice
Click on the 3 dots next to the payment
Click "Issue Refund"
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.