Processing Refunds

Your AI employee can process refunds through Stripe for any completed payment. Refunds can be full (returning the entire payment amount) or partial (returning a specific amount). All refund requests require your explicit approval through the standard approval workflow. This is a critical safety measure — financial transactions should never happen without human authorization.

To process a full refund, tell your AI employee which payment to refund. Reference the client name, invoice number, or payment amount to identify the transaction. The AI will look it up in Stripe, show you the payment details, and ask for your approval. After you approve with /approve, the refund is processed through Stripe and the funds are returned to the client's payment method.

For partial refunds, specify the amount to refund. "Refund $200 of the ClientCo payment" processes a partial refund while keeping the remaining amount. Partial refunds are common for service credits, scope adjustments, or goodwill gestures. The AI shows the original payment amount, the refund amount, and the remaining balance for your review before processing.

All processed refunds are tracked in your Stripe dashboard and can be reviewed through your AI employee. Ask to see recent refunds for a summary of all refund activity. Refunds are also logged in your CRM activity history for the associated contact, maintaining a complete financial record of every client relationship. Stripe handles the actual fund transfer back to the client's payment method.