How to Process Refunds via Stripe in Pabau

Step 1: Navigate to Invoices/Payments

Start by logging into your Pabau account using your login credentials. Then, you can access invoices either on the Invoices page or from the client card.

• Invoices page: Navigate to the left sidebar menu and click to expand the Money section. Once you locate the invoice, you can click the client's name to access their client card, or click the quick access button next to the client name to open the client card in a new tab.

• Client Card: Access the client card and click the Financials tab. The Invoices tab will open by default.

You can also access Payments from:

• Payments page: Navigate to the left sidebar menu and click to expand the Money section. Once you locate the payment, you can click the client's name to access their client card, or click the quick access button next to the client name to open the client card in a new tab.

• Client Card: Access the client card and click the Financials tab. Then, switch to the "Payments" sub-tab.

Step 2: Create a Credit Note

On the "Invoices" sub-tab on the client card, find the invoice you would like to issue a credit note for and click on the three dots located on the far right side of the invoice. This will reveal the "Credit Note" option.

On the "Payments" sub-tab, click the invoice number to view the payment details and navigate to the "Options" button at the top right corner of the screen. This will reveal the "Credit Note" option.

A pop-up window will appear where you first need to select the credit note reason at the top left corner.

Then, proceed to enter the refund amount in the "Credit Amount" field. 

Step 3: Select Refund Method

In the dropdown, select "Stripe" as a refund method and click the blue "Create" button to process the refund.

Step 4: Verify the Refund 

You can now view the refund amount on the "Invoices" sub-tab, where the credit note will be created.

The refunded amount will be listed on the "Payments" sub-tab as well.

The refund will be processed instantly and credited back to the client, with no additional action required in Stripe.