This feature is available on all Goodshuffle Pro Plans.
How to Process Refunds in Goodshuffle
This article provides a step-by-step guide to managing both online (credit card and ACH) and offline (e.g., check) refunds within the platform.
Navigate to your desired Project and select "Issue Refund". You will also see options to Record Offline Payment or Capture Payment. Before processing refunds, confirm that your company bank account is connected and verified. It is recommended to use a service like Plaid for verification.
Refunding the client, but not wanting them to have a balance due after refunding them?
First, apply a Discount Service to the order (with tax).
Then, you'll see the project as 'Overpaid'. This'll give you the appropriate number to refund the client - and avoid overpaying on tax!
Enter the amount to refund, select the Origin, and if you're refunding an Online payment method where your client paid the fees, you'll be able to select if you'd like to refund these fees, too.
If you choose to refund your client the processing fees, you are then paying the fees for their payment. For credit card refunds, select the Refund Online option. For ACH (bank transfers), process refunds via your connected bank account.
You can learn more about refunds and Stripe's Fees here (Article).
You will see the changes made on the Billing page under Online Payments. Offline refunds, such as those issued via check, have certain limitations. If a check is sent to the wrong address, users must contact the recipient directly since there are no built-in tools for cancellation or reissuance.