Share receipts and issue refunds
Give the client a digital receipt or return a supported online payment.
Receipts describe recorded payments. Refund actions return eligible online money through Stripe; they are not used for cash or a payment taken outside OneDiary.
In the app Both actions start from the appointment detail.
Open the appointment and check its Payment section.
For a receipt, tap Receipt, review the receipt number and choose Share link or Copy link.
For a refund, tap Issue refund or Cancel appointment when cancellation should also return money.
Enter an amount no higher than the refundable balance and add a useful reason.
Confirm, then check the updated refunded amount and payment status before telling the client it is complete.
In the portal Refund supported online payments from the Appointment page; receipt sharing is handled in the app.
Open the appointment and review Payment.
Select Issue Refund, or Cancel appointment and choose Cancel and refund when both actions are needed.
Enter the refund amount and reason, then confirm.
Check the Refunded value and the related entry in Transactions.
Use the app when the client needs the OneDiary digital receipt link.
Before confirming a refund
- Check whether you are refunding only the deposit or another amount.
- Do not use an online refund for cash; return cash separately and keep an appropriate record.
- Cancelling and refunding changes both booking and payment state.