Issue a refund

Need to give money back? How you issue a refund depends on how the payment came in.

Refund a manual payment

For a payment you recorded yourself (bank, cash, check, or card):

1. Open the payment receipt — find it on the invoice or under Payment Receipts.
2. Choose Refund.
3. Enter the amount — it defaults to the full refundable amount, or enter less for a partial refund — and an optional reason.
4. Save.

The refund reduces the amount paid, so the invoice's balance reopens by that amount and your reports stay accurate.

Refund an online (Stripe) payment

If the customer paid online by card, issue the refund from your Stripe dashboard — that's where the money actually sits. Papertools picks it up automatically and updates the invoice for you; there's nothing to record here.

Refunds are always tracked against the original payment, so your totals, aging, and customer history stay correct either way.