How to refund a payment
Issue a full or partial refund for a client payment.
Sometimes you need to return money to a client — maybe the scope changed, or a payment was made in error. Here's how to handle refunds in Kaliun.
Open the payment
Navigate to the project, open the Payments tab, and click the payment you need to refund.
Click "Refund"
On the payment detail view, click the Refund button.
Enter the refund amount
Choose whether to refund the full amount or just a partial amount. If it's partial, enter the specific dollar amount to return.
Add a reason
Enter a brief reason for the refund — "scope reduced", "duplicate payment", "project cancelled", etc. This is for your records.
Confirm
Review the details and click Confirm. The refund is processed.
For Stripe payments, Kaliun issues the refund directly through Stripe. The funds typically return to the client's card in 5-10 business days. For manual payments (check, cash, ACH), Kaliun records the refund in your books — you'll need to handle the actual transfer yourself.
What happens next
- The payment status updates to reflect the refund (full or partial)
- The invoice balance recalculates — if the refund creates an outstanding balance, the invoice moves back to Unpaid
- The project's financial summary updates immediately
- Any payment allocations tied to the refunded amount are reversed