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How do I record a credit card refund issued via Stripe?
Refunds issued via Stripe can be tracked in Zoho Books by creating a credit note from the invoice and then recording the refund.
To create a credit note:
- Go to the Invoices module in the Sales dropdown.
- Select the invoice for which you have issued the refund.
- Click the More icon and select Create Credit Note.
- Verify the details in the credit note creation page.
- Click Save, and the credit note will be created.
To record the refund:
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Click the More icon in the credit note that you’ve created and select Refund.
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Select Stripe Clearing as the From Account and verify the data in other fields.
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Click Save, and your refund will be recorded.
Insight: Your invoice’s status will remain the same even after refunding the payment.
Note: If you have configured bank feeds for your Stripe account, recording a refund from the credit note will create a duplicate entry in your bank transactions. You will have to adjust this by manually adding a bank transaction.
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