How do I record a credit card refund that has been issued via Stripe?

A refund issued via Stripe can be recorded by creating a Credit Note directly from the respective invoice.

To record the refund:

  • Go to the Invoices module in the Sales dropdown.
  • Select the invoice for which you have issued the refund.
  • Click the More dropdown and select Create Credit Note.

Create credit note

  • Verify the details in the Items Table.
  • Click Save.
  • Click the More dropdown in the credit note and select Refund.


  • Select Stripe Clearing Account as your From Account and verify the populated data in other fields.
  • Click Save.

Stripe clearing account

To record the fees refunded by Stripe:

  • Navigate to the Banking module.
  • Select Stripe Clearing account from your list of accounts.
  • Click the Add transaction dropdown from the top-right corner.
  • Select Expense Refund under Money In.

Expense refund

  • Select Stripe Fees as the From Account.
  • Enter the amount.
  • Fill in the other required fields and click Save.
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