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A refund returns money the account has paid beyond what it owes, shown as Available credit on the account’s Balance card. The amount is capped at that available credit. A goodwill credit is not refundable; it only reduces a future invoice.

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Steps

1

Open the refund

Open the account in Finances → Accounts and click Issue refund on its Balance card. The action only appears when the account is in credit.
2

Fill in the refund

The form shows the account’s Available credit at the top. That’s the cap.
  • Amount: pre-filled with the full available credit. Lower it for a partial refund.
  • Date: when you’re returning the money.
  • Pick a Reason and the Return method. Choosing Other as the reason opens a free-text field.
  • Reference number: optional, for your records (e.g. a Venmo or Zelle confirmation).
Click Review refund.
3

Review and confirm

Check the amount, then click Issue $X (the button shows the amount) to confirm.
Once issued, the account’s credit drops by the refund amount and the refund appears under Finances → Transactions.

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Cancel & refund a charge

To undo a single paid charge and return its money in one go, use Cancel & refund on that charge’s row. This voids the charge (freeing the money it covered as credit on the account) and opens the same refund form on that credit. Fill it in and review as above. Voiding and refunding are recorded as new entries, never edits to the originals; see Understand your transactions.
You can only refund up to the account’s available credit: Harness won’t let you return more than the account is holding. Card refunds show a Pending badge and aren’t final until the card processor confirms them.

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FAQ

The portion paid by card returns to the original card, and the processor has to confirm it before it’s final. That part shows a Pending badge until it lands. Cash, check, and transfer returns aren’t pending: you’re handing those back yourself.
A refund only returns money the account is holding, so it’s capped at the available credit. If you expected more, the account may hold less than you think; check its balance. To reduce a future bill instead, issue a credit.
Under Finances → Transactions, alongside the account’s payments and charges. The account’s balance updates to reflect the lower credit.
Voiding cancels the bill but doesn’t return money already paid: that stays on the account as credit. To hand the money back, issue a refund afterward. See Manage invoices.