Refunds

A refund is always against a specific payment, not against the invoice as a whole. Find the payment in Payments received on the invoice and use its three-dot menu, or open the payment from Payments and use the three-dot menu in its header.

Refunding a card payment

For a payment taken through Stripe the action reads Refund payment. Set a Refund amount, up to what's left on that payment. Refund full amount fills it in for you. Add a Note (optional) for your records, then press Issue refund.

Stripe sends the money back to the card the client used. It usually appears within 5 to 10 business days, depending on their bank. Tell them that, or they'll ask.

While Stripe works through it, the payment shows Refund processing and no further action is offered on it.

Recording a refund you made yourself

For a payment you recorded by hand the action reads Record refund, and so does its button. Refund the client outside CoreHue first, then record it here so your history matches reality. Recording it moves no money.

Partial refunds

Refund part of a payment: return a deposit while keeping a cancellation fee, or refund one item from a larger invoice.

A partly refunded payment shows Partially refunded and can be refunded again later, up to what's left. A fully refunded one shows Refunded with its figure struck through.

What it does to the invoice

The refunded amount comes off what the invoice counts as paid, so a paid invoice can go back to having a balance.

Refunds appear in your finance report as money out, so what the report calls earnings reflects what you actually kept.

Processing fees

When you refund a card payment, the Stripe processing fee recorded against it is not reversed. A full refund therefore leaves you slightly out of pocket by the fee.

Worth knowing when you write a cancellation policy.

What you can't refund

A payment on a cancelled or written-off invoice offers no refund action. Those invoices are closed, and their money is settled one way or another.

You also can't remove a payment once it has a refund against it. The refund is the correction.

Cancelling an invoice that has been paid

CoreHue won't let you cancel an invoice with money recorded against it until that money is accounted for. This invoice can't be cancelled yet lists each payment and offers the options that fit: Refund payment or Record refund, Correct payment, Remove erroneous payment, or Write off balance instead. See Invoice statuses.

Cancellation policies

CoreHue won't decide what to refund. That comes from the policy you set on the service or wrote into the contract.

Having one written down matters. "The deposit is non-refundable within 30 days of the session" is a sentence you want to point at rather than negotiate when someone cancels a fortnight out.