How do I record a credit card refund issued via Stripe?

Refunds issued via Stripe can be tracked in Zoho Books by creating a credit note from the invoice and then recording the refund.

To create a credit note:

• Go to the Invoices module in the Sales dropdown.
• Select the invoice for which you have issued the refund.
• Click the More icon and select Create Credit Note.
• Verify the details in the credit note creation page.
• Click Save, and the credit note will be created.

To record the refund:

• Click the More icon in the credit note that you’ve created and select Refund.

  

• Select Stripe Clearing as the From Account and verify the data in other fields.

  

• Click Save, and your refund will be recorded.