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  1. On the invoice, open the payment’s menu and select Refund.
  2. Check the amount. Lower it for a partial refund.
  3. Choose how the money goes back.
  4. Read the note under the fields. It says what will happen.
  5. Select Refund.
If you refund a Stripe card payment back to the card, Bilby refunds it through Stripe. Any other way, Bilby only records the refund and you return the money yourself. A refund shows as its own line on the invoice. The original payment is never changed. You can refund an invoice that is in Xero.

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Payments you can’t refund here

  • Medicare benefit payments. These are reversed through a Medicare adjustment.
  • A payment on a voided invoice. Restore the invoice, refund the payment, then void it again.
  • A payment that hasn’t been received, or one already refunded in full.