Track
A payment went wrong
Refund part of it, release the hold, or put the checkout back. The four ways a payment goes sideways and what each one needs.
5 lessons
In order
- 1Refund part of a paymentPartial Refund opens an amount field capped at what was actually paid. A cancellation fee refunds on its own.1 min read · Owner or front desk
- 2Release or cancel a pre-authorisation holdA hold is not a charge. Releasing it hands the money back, and the client's bank clears it inside a day.1 min read · Owner or front desk
- 3Undo a checkout, or send Ready to Pay back to ConfirmedTwo different undos. One reverses a payment you marked yourself, the other reverses the check out that never took one.1 min read · Owner or front desk
- 4Checkout, receipts, refunds and creditsThe method you pick at checkout decides how you undo it later. A card charge refunds, a payment you marked yourself un-marks, and an unpaid invoice voids.3 min read · Owner or front desk
- 5Getting paid: Stripe, the card reader and your payoutsStripe is not optional on a paid plan, and the payments page does nothing until it is connected. The reader, the payout report and the two fee lines all hang off it.3 min read · Owner