How do I issue a refund?

Refund a Stripe payment (credit card / bank transfer)

If an invoice needs to be refunded that was paid using Salesbricks' paywall (i.e. credit card or bank transfer), you can initiate the refund from within Salesbricks.

1. Go to Billing and search for the invoice.

2. Click the invoice to view the Bill statement page.

3. On the Bill statement page, click the action menu at the top right corner, then click "Refund payment".

4. Enter the amount you wish to refund - either the full amount or a partial amount written into the "Refund amount" field.

5. Provide an optional reason for the refund.

6. Click "Issue refund."

Once submitted, Stripe will refund the money back to the original payment method (expected processing times apply).

In Salesbricks, the payment status will update to "Refunded."

Refund a check or wire transfer

If an invoice was paid outside of Salesbricks (check / wire transfer), you will need to issue the refund outside of Salesbricks.

Once the refund is issued, you may reach out to Salesbricks Support on our shared Slack channel to reset / cancel / forgive the invoice.