Issuing a refund via Stripe
Process full or partial refunds for Stripe payments directly from a job or invoice in Trade2Base — no need to log in to the Stripe dashboard.
How to issue a Stripe refund
- 1Open the job or invoice where the payment was taken via Stripe
- 2In the Payments section, find the Stripe payment you want to refund and click “Refund”
- 3Enter the refund amount — you can refund the full amount or a partial amount. Add an internal note explaining the reason for the refund
- 4Click “Process refund” — the refund is sent to Stripe immediately and will appear in the customer's account within 5–10 business days depending on their card provider
- 5Trade2Base automatically updates the invoice status to reflect the refund. If you need to create a credit note for your accounting records, use the invoice credit note feature
Stripe does not refund the transaction fee on refunded payments. For example, if you refunded a £500 payment, the £500 is returned to the customer but the ~£7.50 Stripe fee is not recovered. Factor this into your refund policy.
Frequently asked questions
No. The refund button in Trade2Base only works for payments processed through the Trade2Base Stripe integration. For payments taken via bank transfer, cash or another card reader, you will need to arrange the refund separately and record it manually in Trade2Base.
Stripe processes refunds immediately, but the time for funds to appear in the customer's account depends on their card issuer — typically 5–10 business days. Customers may see a pending credit on their statement sooner.
Yes. When you click “Refund”, enter a specific amount less than the original payment to issue a partial refund. The invoice in Trade2Base will be updated to show the partial refund and the outstanding balance.
Yes. A refund reduces the VAT you collected on that transaction. If you are VAT-registered, use the credit note feature alongside the refund to ensure your VAT return accurately reflects the adjustment. Consult your accountant if you are unsure.