> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I refund a customer on a paid invoice?

> Issue a full or partial refund by selecting line items on a paid invoice.

<Note>
  **Must know**

  * Any invoice where money has moved can be refunded — including those marked **Paid**, **Partially paid**, or **Partially refunded**; unpaid invoices are cancelled instead.
  * Refunds are issued by **selecting line items**, never as a free-form total.
  * Choose **Cancel & refund** (the default — also ends each line's enrollment or order) or **Refund only (keep items active)** to return money without cancelling anything.
  * Send the money to the **Original payment method**, or **Record cash refund** for money you handed back outside Uplifter.
</Note>

Refunds start from the invoice, where you pick which line items to return money for and how much per line.

<Steps>
  <Step title="Open the invoice">
    Go to **Financials → Invoices** and open the invoice you want to refund. A paid invoice shows an **Issue refund** button in the header.
  </Step>

  <Step title="Start the refund">
    Click **Issue refund**. Every active line item is pre-selected, so you can quickly do a full refund or adjust individual lines for a partial one. At the top, keep **Cancel & refund** (the default) or switch to **Refund only (keep items active)**.

    Only **program enrollments** and **store products** can be refunded. If the invoice also has a membership, pass, or event or competition line, don't start from **Issue refund** — it pre-selects every active line and won't let you drop those, so the refund is blocked. Instead, close the dialog and tick the checkbox beside each program or store line on the invoice (only those lines show one), then click **Review** to reopen the flow with just those lines.
  </Step>

  <Step title="Set the amounts">
    On **Set refund amounts**, enter the amount to return for each line. Each line shows a cap (e.g. **Max \$45.00**) from the price originally paid. If that line already had a partial **Refund only**, less remains than the **Max** shows, and the true limit is checked when you continue.
  </Step>

  <Step title="Choose where the refund goes">
    Under **Refund to**, pick **Original payment method** to send money back to the card used, or **Record cash refund** to log money returned outside the platform (no card refund is issued).
  </Step>

  <Step title="Review">
    Click **Review refund**. The preview lists the selected lines and a **Refund total**, including the tax and any service fee returned to the customer.
  </Step>

  <Step title="Confirm">
    Click **Confirm & Refund $X** (or **Record cash refund $X** for a cash refund). A card refund is submitted to your payment processor and the customer is emailed automatically.
  </Step>
</Steps>

To return no money but still remove the charge, stay on **Cancel & refund** and set the line to \$0.00.

**Related:** [Which purchases can I refund?](/club/refunds-cancellations/which-purchases-can-i-refund) · [Why does a refund cost more than the amount refunded?](/club/refunds-cancellations/why-refund-costs-club-more) · [What happens after I issue a refund?](/club/refunds-cancellations/what-happens-after-i-issue-a-refund) · [Cancel a line item without refunding](/club/refunds-cancellations/how-do-i-cancel-a-line-item-without-refunding)