Track
A payment went wrong
Refund part of it, release the hold, put the checkout back, or take off one part of a split payment. The five ways a payment goes sideways and what each one needs.
6 lessons
In order
- 1Refund part of a paymentPartial Refund opens an amount field capped at what was paid by card. 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
- 4Split a payment across two cardsSplit this payment takes part of the balance now with one method and leaves the rest for another. Two people paying half each is two parts on one invoice.1 min read · Owner or front desk
- 5Checkout, 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.6 min read · Owner or front desk
- 6Getting 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.4 min read · Owner