Issue a refund

Refund all or part of a customer payment, and how processing fees are handled on refunds.

You can refund payments your customers made through Finli, in full or in part.

Refund a payment

1. Go to Payments and find the payment.
2. Open the actions menu and select Refund.
3. Enter the refund amount. For a partial refund, enter less than the full amount; the dialog shows the total refundable amount.
4. Add a note if you like.
5. Confirm the refund.

The payment moves to Refund Processing and then to Refunded or Partially Refunded. Your customer is notified when the refund is complete.

Screenshot to add: the Refund Payment dialog with amount, note and processing fee details

When you can refund

• Paid payments can be refunded in full or in part. You can make more than one partial refund, up to the original amount.
• Processing payments can only be refunded in full.
• Scheduled and failed payments can't be refunded, because no money has moved. Cancel or edit the invoice instead.
• Offline payments can't be refunded through Finli.
• Your business must be verified to issue refunds.

Processing fees on refunds

The card processing fee isn't returned when a payment is refunded.

• If your business paid the fee, that amount isn't refunded to you.
• If your customer paid the fee, refunding the full payment includes the fee, and that amount is debited from your bank account.

The refund dialog shows the fee before you confirm.

Need help? Email support@finli.com.

Updated October 22, 2026