Processing refunds

Refund paid client invoices from the invoice editor when status is Paid and a remaining refundable amount exists. (Partial refunds keep the invoice Paid until the full amount is refunded; only then does status become Refunded.)

This is separate from Docora subscription refunds — see Subscription refunds.

Steps

1. Open the paid invoice.
2. Click Refund.
3. Choose full remaining amount or a partial amount.
4. Select a reason (for example Contract breach, Client dissatisfaction, Project cancelled, Duplicate payment, Billing error, Other).
5. Confirm.

Stripe vs manual

• Stripe invoices: Docora issues a Stripe API refund against the payment.
• Bank transfer / other link: Docora records the refund for bookkeeping (“record only”) — you still reverse funds in your bank or PayPal/Wise yourself.

After a refund

• Partial refunds reduce remaining refundable balance; status stays Paid until fully refunded.
• Full remaining refund moves status to Refunded.
• Emails go to you and the client summarizing the refund.
• Proposal remaining billable balance accounts for refunds when creating further invoices.