Refund a paid invoice
You can refund a paid invoice from the Money dashboard, returning funds to your client's card or bank account without leaving Mallow. Refunds are available for paid invoices only, and only admins and managers can perform them.
Before you start
Refunding an admin or manager role, and a payment that has been fully processed (pending transactions cannot be refunded during their pending status). "Viewer" user accounts cannot refund payments. Additionally, Refunding is only available for Mallow accounts that are processing payments through Sola. Fiserv accounts do not see the Refund option.
Refund a paid invoice
Open the Money page, Dashboard tab. Find the paid invoice, click the three-dot menu on that row, then select Refund.
Choose how much to refund: Full amount or Custom amount.
Enter a Refund reason.
Optionally select Email a refund receipt to my client.
Click Submit Refund.
Refund amounts by payment type
Card payments support full or partial refunds while bank-transfer (ACH) payments support full-amount refunds only.
Card: choose Full amount or enter a Custom amount. You can refund a card payment more than once until the full amount is refunded.
ACH/bank transfer: the refund is for the full remaining amount only. The amount field is fixed and cannot be changed.
Refund statuses
After a full refund the invoice shows a Refunded status; after a partial card refund it shows Partially refunded. The status details include the refunded amount, reason, date, and whether the receipt email was sent to the client.
Refunds do not modify QuickBooks Online.
A refund is a voluntary repayment you initiate. It is different from a dispute or chargeback, which a client's bank forces.