A refund cannot be given:
If the client paid outside of HoneyBook (however, you can manually mark those payments as refunded if you issued the refund outside of HoneyBook)
When a file has expired
When 80 days have passed since an ACH payment was made
Credit card payments can be refunded at any time, but ACH payments have an 80 day refund period
If the payment is a bank transfer and it is still processing (the funds are still in the process of clearing the client's bank)
Once the payment status changes to Paid, you can process the refund
When a file is in draft mode
In this case, either send the file again with the edits you've made before refunding, or delete the current draft using the trash can in the draft drop-down menu
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!