< Refunds < Refunding Stripe Payments

 

Refunds that are required to be charged back to a credit / debit card can be processed in the Pet Sitter Plus interface such that they are then processed by Stripe automatically. Pet Sitter Plus is integrated with Stripe in such a way that it will communicate with Stripe the appropriate client and the correct refund amount. Stripe will then create a refund and charge back the appropriate amount to the client's card.

Note that online payments received into Pet Sitter Plus via the "Pay with PayPal Standard" button in the client portal are not able to be electronically refunded through Pet Sitter Plus. You must initiate the refund in your PayPal account then document the refund in PSP. See Refunding All Other Payments.

 

Before you can make a refund via Pet Sitter Plus through Stripe:

  • Your original receipt must have been created as a result of a payment made with a credit / debit card via Stripe (so it should say “Auto: Stripe” next to your receipt. If your client paid in any other way see Refunding All Other Payments

  • You should have an amount of unallocated funds that are equal to or greater than the amount you want to refund.

  • If you do not have an unallocated amount that is greater than or equal to the amount you want to refund, then you must first:

    • Void the invoice that the receipt is allocated to

    • Reduce the value of services on the order by the amount of the credit

    • Re-invoice the service order which will create the required unallocated amount on your receipt.

 

Below is an example of a RECEIPT that is in an appropriate state to enable you to process a receipt through Stripe.

How do I Refund a Credit/Debit Card Payment made through Stripe?

 

            ON DESKTOP:

Navigate to Clients > Receipts & Refunds > Receipts

STEP 1​​​

  • Click on "Receipts" from the nav pane on the left.

  • A complete list of all receipts with unallocated amounts on the client's account will be displayed, i.e. payments that are not currently applied to any invoices.

  • Click "Create Refund" to start the refund process.

STEP 2

  • Ensure that the amount you want to refund is correct in the "Amount" field.

  • Add Details about the refund if needed. 

  • Make sure the option to "Refund to Card" is toggled on.

  • Click "Create Refund".

Receipts and Refunds_refund2.jpg

STEP 3

  • The Stripe payment has now been refunded to the client's credit/debit card on file.

  • The receipt is marked "refunded" on the client's Receipts screen.

  • The refund will also be listed on the client's Refunds page.

STEP 4

  • Your refund will be documented in your Stripe dashboard.

  • In your Stripe dashboard, click on “Payments”.

  • The refund will be associated with the original payment.

  • If you don't see the original payment in your list, use the search function.

Refund Stripe payment

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

​​

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Receipts & Refunds" then tap "Receipts".

STEP 3

  • A complete list of all receipts with unallocated amounts on the client's account will be displayed, i.e. payments that are not currently applied to any invoices.

  • Click "Create Refund" to start the refund process.

STEP 4

  • Ensure that the amount you want to refund is correct in the "Amount" field.

  • Add Details about the refund if needed. 

  • Make sure the option to "Refund to Card" is toggled on if you want to process a credit card refund.

    • If you are simply recording a "bookkeeping" refund, i.e. you have already given your client a refund in the form of a check or cash and you only need to record the refund in PSP, then do not select the option to "Refund to Card".

  • Click "Create Refund".

STEP 5

  • The Stripe payment has now been refunded to the client's credit/debit card on file.

  • The receipt is marked "refunded" on the client's Receipts screen.

  • The refund will also be listed on the client's Refunds page (Receipts & Refunds > Refunds).

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