Billing & Payments
How to Process Refunds and Adjustments
refunds adjustments stripe
How to Process Refunds and Adjustments
Overview
Refunds and adjustments depend on how the payment was received.
Online Payments (via Stripe Checkout)
Refunds must be processed in Stripe
If a customer paid with:
- Credit/debit card
- Apple Pay
- Google Pay
- ACH bank transfer
Refunds are made through the Stripe Dashboard.
After the refund:
- Stripe sends webhook
- DOP updates invoice balance automatically
- Invoice shows refund entry
Manual Payments
Manual payments (cash, check, Zelle, bank deposit) can be adjusted inside DOP.
Step-by-step for manual refunds:
- Open the invoice
- Open Payment History
- Select a payment
- Click Edit or Delete Payment
Deleting or adjusting a payment:
- Restores invoice balance
- Changes invoice status back to Open or Partially Paid