Issue a refund
This guide covers refunding Tabs Pay payments. Payments collected on an external processor should be refunded through that processor’s dashboard outside of Tabs.
Step 1: Find the transaction
Open the Transactions page in Tabs and locate the payment you want to refund. The list shows each transaction with its status, invoice reference, and payment ID. Click on the row representing the payment you’d like to refund.
Step 2: Issue the refund
Select Refund on the payment, then enter a reason and an amount. Confirm to send it.
Tabs confirms the result by email and the transaction shows a refunded label once it completes.
Step 3: Decide what happens to the invoice
Navigate to the invoice and decide whether to remove the payment by clicking the three-dot menu next to the payment record. What you choose depends on what you’re trying to end up with:
Removing a payment reopens the invoice to sent or overdue, so your books match what you actually collected. The third row is the one case where keeping the payment is correct—the invoice it’s attached to was paid, and the credit belongs somewhere else.