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Refund a payment

How to issue a refund to a client

Updated over a month ago

Porter makes it easy to issue refunds — whether you’re using the mobile app or the web dashboard. You can refund full or partial amounts for credit card transactions, directly from the transaction history tied to each appointment.

Note: You can only issue refunds for credit card transactions collected through Porter. For cash or gift card transactions recorded in Porter, follow the steps below, but use the "Void Payment" option to void the payment record in Porter.


📱 How to Issue a Refund (Mobile App)

  1. Open the Porter mobile app

  2. Navigate to the appointment or search for the client

  3. Scroll down to Appointment Transactions

  4. Tap the transaction you want to refund

  5. Tap the refund icon in the top-right corner

⚠️ If you don’t see the refund icon, the transaction may not be refundable. This usually means:

  • It was a cash transaction

  • Or your account doesn’t have refund permissions


💻 How to Issue a Refund (Web Dashboard)

  1. Use the search bar at the top to find the customer

  2. Click into the appointment or the client profile

  3. Find the relevant transaction

  4. In the Transaction Details sidebar, scroll to the bottom and click Refund


💸 How Refunds Are Funded

When you issue a refund, here’s what happens behind the scenes:

  • Any money that was already transferred to the shop or artist accounts for that transaction will be reversed

  • If your Porter payments account has a balance, we’ll take the refund amount from that balance

  • If there’s no balance available, Porter will attempt to pull the necessary funds from your linked bank account to cover the refund

💡 This ensures the customer gets their money back quickly, even if the payout already happened


Once processed, the refund will be returned to the client’s original payment method. Most banks take 3–5 business days to process it.

Need help with a refund that isn’t showing properly or a failed bank withdrawal? Reach out to our support team — we’re happy to help.

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