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  • Caitlin B.

    Hi Allison,

    I hope you're having a lovely weekend so far. I'll be happy to provide some clarity here. 

    If you have added or edited a cash, check, or manual payment in error, you can edit or delete the payment in question. To do so: 

    • Navigate to the client's Overview Page > Billing
    • Click Billable Items and select Transactions from the dropdown menu
    • Scroll to the transaction in question and click Edit
    • Edit the amount and click Save or click Delete Payment depending on what you would like to accomplish

    For more information, you can check out this guide: How do I edit or delete a payment?

    If you would like to issue a refund for a Stripe payment, you can do so by: 

    • Navigating to Billing > Card Transactions
    • Find the transaction in question
    • Click the Refund button to the right of the entry

    More information, including the requirements a transaction must meet in order to be refunded through Stripe, is available here: How to refund a client

    Warmly,

    Caitlin

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