Refunding Payments

Refunding Payments

Issue refunds — partial or full — for any payment directly from Glade, whether it was processed through Stripe or Confido.

Overview

When a client overpays, a case settles for less, or you need to return funds for any reason, you can now issue a refund without leaving Glade. You can refund the full payment amount or just a portion of it, and Glade will handle the rest with your payment processor.

How to Issue a Refund

From the Payments Table

1. Navigate to Transactions in your dashboard
2. Find the payment you want to refund in the Payments table
3. Click the three-dot menu (⋮) on the payment row
4. Select "Refund" from the menu
5. Enter the refund amount — this can be any amount up to the total payment amount
6. Review the warning — refunds are irreversible, and your payment processor may charge a processing fee
7. Confirm the refund — a spinner will appear while the refund is being processed
8. Once complete, the refund will appear in your Refunds table

From an Invoice

1. Open the invoice containing the payment you want to refund
2. Find the payment in the invoice's Payments section
3. Click the three-dot menu (⋮) on the payment
4. Select "Refund" and follow the same steps as above

Tracking Refunds

All refunds are tracked in a dedicated Refunds table, located under the Transactions tab in your dashboard. For each refund, you can see:

• Contact — the client associated with the payment
• Refund amount — how much was refunded
• Refund date — when the refund was issued
• Original payment date — when the original payment was made
• Payment info — details about the original payment
• Initiated by — the team member who issued the refund

Key Details

• Partial refunds are supported — you can refund any amount up to the remaining balance of the payment
• Multiple refunds per payment — you can issue several partial refunds against the same payment, as long as the total doesn't exceed the original payment amount
• Refunds are irreversible — once a refund is issued, it cannot be undone
• Processing fees may apply — your payment processor (Stripe or Confido) may charge fees for refund transactions
• Stripe payments include a "View payout in Stripe" link for quick reference to the transaction in your Stripe dashboard

FAQ

Q: Can I refund more than the original payment amount?
A: No. The refund amount is validated to ensure it does not exceed the remaining refundable balance of the payment.

Q: Will I be prompted to enter a custom amount when I click Refund?
A: Yes. A modal will appear showing the total payment amount with an input field where you can enter any custom amount up to the remaining balance. You'll also see a warning that refunds are irreversible before you confirm.

Q: How long does a refund take to process?
A: Processing times depend on your payment processor and the client's bank. Stripe refunds typically appear within 5–10 business days. Confido refund timelines vary by payment method.

Q: Can I cancel a refund after it's been submitted?
A: No. Refunds are irreversible once submitted. Make sure to double-check the amount before confirming.

Q: Will I see refunds reflected on invoices?
A: Yes. Refunded amounts are reflected in the invoice's payment summary, so your records stay accurate.