To refund a client payment, go to Settings > Finance & payments > Payments, open the payment, and start the refund from there. Refunds happen in the Payments report, not on the invoice.
Available on the Flex, Pro, Scale, and Business plans once online payments are active. Works on desktop and in the mobile app.
Refund a payment
Open Settings (your company logo at the bottom left on desktop, or the button at the top left in the mobile app).
Select Finance & payments > Payments.
Find the payment and select it to open it.
Start the refund from the payment and follow the steps on screen.
Check the payment and the amount before you confirm. The Payments row only appears after your online payments are active.
What Handoff sends after a refund starts
When a refund is created, your account owner and admins get an in-app notification and an email titled Refund initiated for the invoice. It shows the amount, the invoice, the client, and the date. Select Review refund to open Finance & payments.
If you didn't expect the refund, contact Handoff support.
What a refund doesn't change
The invoice: a refund doesn't change the invoice in Handoff. If you need the invoice to reflect the refund, update it yourself or contact support.
QuickBooks: credits and refunds in QuickBooks don't sync back into Handoff.