When someone has paid for a membership or shop item or anything on your site via Stripe, you can refund them.
Stripe refunds the amount paid minus their fees
TidyHQ refunds the TidyHQ portion of the transaction fees to the customer
Note: Partial refunds can only be done through Stripe, not TidyHQ.
Issuing the refund
Head to Finances > Transactions. Under Actions to the right of the transaction, click on Refund. This activates the refund popup.
Fill out the details and click on the Refund button.
Once you have clicked on the Refund button you will see the details of the original payment AND the refund in Transactions.
Reconciling a partial refund done in Stripe
Because a partial refund is issued directly in Stripe rather than through TidyHQ's Refund button above, TidyHQ's Transaction record won't automatically update to reflect it - it'll still show the original, full transaction amount.
This creates a small mismatch: Stripe still keeps its own fee on the portion refunded, so the amount that actually lands in your bank account will be slightly less than what TidyHQ's records show. To reconcile:
Note the actual refund amount and Stripe's retained fee from the Stripe dashboard.
In TidyHQ, add a small manual expense entry (Finances > +New Expense) for the difference, referencing the original transaction, so your TidyHQ totals line up with what actually reached your bank account.
See Reconciling Transactions for the general matching process this fits into.
If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:
USEFUL LINKS:🚀
Don't have an account yet? Sign Up now and get Pro Free for 30 Days🚀
New to TidyHQ? Check out our Getting Started Collection🐣
Everything you need to know? please refer to TidyHQ FAQs 💬
Looking for TidyHQ rates? talk to us to better understand our Pricing💰
Anything related to help topics? please visit our Help Centre🚨
CONNECT WITH US:🌍™
If you'd like to know more, chat with us in the Messenger! 😊