You have a few options when processing a refund, depending on how the payment was collected.

Option 1: Refund via Stripe (If Payment Was Collected Through Stripe Integration)

1. Log in to your Stripe dashboard.
2. Navigate to Transactions from the left-side menu.
3. Find the transaction you want to refund.
4. Hover over the left side of the transaction and click the Refund icon.
   

💡 Note: It may take some time for the refund status to update within Safari Portal.

Option 2: Refund Manually (Outside of Stripe)

If you’re refunding the payment manually—such as via Zelle, bank transfer, or another method—follow these steps to record it in Safari Portal:

1. Process the refund using your chosen payment method.
2. In Safari Portal, create an Expense Payment.
3. In the Description field, enter details such as "Refund via Zelle" (or whichever method you used).
4. Navigate to your Financials module, click the three dots next to the expense, and select Mark as Paid.
   
   
   

This ensures your records stay accurate, whether you’re processing refunds through Stripe or manually. 🚀