Good to know
Refunds can take 3-5 business days to fully process, depending on the original payment method.
If a refund is issued from your Stripe dashboard (outside of Blueprint), it will automatically sync back into Blueprint — so both systems stay in agreement.
A memo is required for every refund to maintain a clear record of why it was issued. Memos are visible to clients.
How to issue a refund
Open the paid invoice you'd like to refund. You can find invoices from:
• The Billing tab on a client's profile
• The main Billing > Invoices dashboard
• The Billing tab within a sessionOn the invoice, click More near the bottom
Choose a refund type:
• Full — refunds the entire paid amount
• Custom — enter any amount up to the total paidEnter a memo describing the reason for the refund -- the memo will be visible to the client
Click Send refund to confirm. After just a few seconds, you should receive green confirmation message near the bottom of the page, confirming the refund is been queued for processing.
Expected outcome: Once the issue has been initiated, it should settle within 3-5 business days. Your client will receive an email that lets them know a refund is on the way, and shows the refund memo you added while issuing the refund.
Tracking refund status
Once a refund is issued, it appears as its own row separate from the original invoice — so you can track it independently. Refund activity can be reviewed from:
The Billing tab on the session
The main Billing > Invoices dashboard (use the "Refunds" filter at the top to view only refunds)
The Billing tab on the client's profile
The client's view in their client portal
Each refund displays a status badge showing where it is in processing:
Pending — the refund has been initiated
Sent — the refund has been sent to the client's payment method
Received — the refund has been completed
FAQ
Can I refund an invoice more than once?
Yes, you can issue multiple partial refunds on the same invoice, as long as the total refunded doesn't exceed the original paid amount.
What happens if a refund is issued from my Stripe dashboard instead of Blueprint?
Most users issue refunds directly from the invoice in Blueprint but they can also be issued from your Stripe dashboard. Refunds issued directly within Stripe will sync back to Blueprint automatically. You'll see them appear (and their status) just like any refund initiated within Blueprint.
Will my client be notified of the refund?
Your client will receive an email that tells them the refund has been issued, and that they can expect it back in their account within 3-5 business days. The memo that you entered when issuing the refund also appears in this email:
Additionally, the refund will be reflected in their client portal with its own refund status badge:
