Digital Agency Tools Docs

Refunds and cash payments

When a customer pays you in cash, by transfer or by card on the day, record it against their invoice so your figures stay right. Refunds of card payments are made in Stripe.

How to record cash taken in person

  1. Open Products → Invoices and open the customer's invoice. If there is none yet, create and issue one — see Create an invoice.
  2. Under Record a payment, check the amount. It starts at the balance still owed; change it for a part payment.
  3. Choose the method — Cash, Bank transfer, Card, Cheque or Other — and the date you received it.
  4. Add a reference or note if you like, such as "Paid at the session", and click Record.
An invoice page with the Record a payment row: amount, method, date received, a reference and a Record button
Recording cash against an invoice.

What recording does

The payment is added to the invoice's payment history and the balance goes down by that amount. When the balance reaches zero, the invoice is paid. A part payment leaves the rest open, and you can record more payments later.

Nothing is charged to a card. Recording is your note that the money arrived some other way. See Record a payment for more.

Methods

Bank transfer
Cash
Card
Cheque
Other

Refunds

The panel does not send refunds. To refund a card payment, make the refund in your Stripe account, where the original payment is.

A meeting page has no payment or refund buttons. If a meeting is called off, mark it Cancelled on the meeting page and tell the customer yourself — see Working with a meeting. When a customer cancels a paid booking themselves, the cancellation email tells them that any refund is processed within 5 to 10 business days, so make the refund in Stripe promptly.

If an invoice should not stand at all — it was raised in error, or the work did not go ahead — void it rather than recording a payment. See Void, write off and reopen.

Related

Still stuck?

Can't find what you're looking for? Send us a message and we'll reply by email.