Integrating Process a refund a payment received via Stripe with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
To process a refund via the Stripe integration, you’ll need to process the refund in Workshop Software, and update the details in Stripe to send the funds back to your client. Follow these simple steps: 1. Process a refund in Workshop Software.- If the Customer is a cash type customer, follow these steps: Refund a Cash Customer
- If the Customer is an account type customer, follow these steps: Refund an account Customer
Good to Know
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
- Double-check the details on your invoice before finalising to ensure accuracy for your customer and your records.
Frequently Asked Questions
Can I undo this change to the invoice?
You can update the invoice again by following the same steps. If the invoice has already been finalised or synced to your accounting system, contact your administrator about the best approach.
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.