Refunding a Client

You can issue full or partial refunds for any payment directly from a client's billing tab. Refunds are processed through Stripe and returned to the client's original payment method.

Issuing a Refund

1. Navigate to Clients and open the client's profile
2. Click the Billing tab
3. Find the payment in the Payment History section or the Last Payment area
4. Click the Refund button

Refund Options

The refund dialog shows:

• Refund amount — enter the amount to refund. You can refund the full payment or a partial amount.
• Deduct processing fees — check this box to deduct Stripe and Apotheo processing fees from the refund amount. When checked, the fee breakdown is displayed:
• Stripe fee amount
• Apotheo fee amount

Click Save to process the refund.

Refund Timeline

Refunds take 5–10 business days to appear on a client's statement, depending on their bank or card issuer.

Viewing Refund History

Refunded payments are marked in the payment history table:

• Partially refunded payments show the refunded amount (e.g. "Refunded: $25.00")
• Fully refunded payments show the total refund and the payment method it was returned to
• The Refund button is hidden once a payment is fully refunded

Disputed Payments

If a client disputes a payment with their bank, the payment will show a Disputed badge in the payment history. Disputed payments should be handled through your Stripe dashboard.

Note: Refunding a payment does not automatically cancel the client's subscription or change their status. If you want to end their service, cancel their subscription or archive them separately.

Updated on: 19/03/2026