Title: Orders, refunds and invoices | OneForm > Find every sale, refund a client in full or in part, waive a payment, and download invoices and receipts. Source: https://oneform.si/help/payments/orders-refunds-and-invoices/ --- 1. [Help Center](https://oneform.si/help/) 2. [Payments](https://oneform.si/help/payments/) 3. Orders, refunds and invoices [View as Markdown](https://oneform.si/help/payments/orders-refunds-and-invoices.md) # Orders, refunds and invoices Find every sale, refund a client in full or in part, waive a payment, and download invoices and receipts. Admins and ownersUpdated October 22, 2026 · 3 min read [Open orders ↗](https://app.oneform.si/payments/orders?help=orders-refunds-and-invoices)[Open invoices ↗](https://app.oneform.si/payments/invoices?help=orders-refunds-and-invoices)[Open payment settings ↗](https://app.oneform.si/payments/settings?help=orders-refunds-and-invoices) Every paid report and paid call is an order. Orders are where you check who paid, send a reminder, give something free or refund it. Each paid order also gets a numbered invoice, which is the receipt your client got by email. ## Find an order 1. Go to [Payments → Orders](https://app.oneform.si/payments/orders). 2. Search by name, email, item or invoice number, or filter by **Status** and **Kind** (**Reports** or **Calls**). 3. Click an order to open it. The order shows what was paid and what's left after refunds, who bought it, the form, report or booking it belongs to, and a timeline of everything that happened. | Status | What it means | | -------------------- | -------------------------------------------------------------------- | | **Awaiting payment** | The client hasn't paid yet. | | **Payment failed** | Their payment didn't go through. They can try again from their link. | | **Paid** | Paid in full. A partial refund shows under it. | | **Given free** | Someone on your team waived it. | | **Refunded** | All the money went back to the client. | | **Not paid** | Nobody paid in time, and it can't be paid any more. | ## Refund an order 1. Open the order and click **Refund…**. 2. Choose **Full refund**, or **Part of it** and enter the amount. 3. Click the **Refund** button, then confirm. The money goes back to the client through Stripe. For a report, a full refund closes the client's report page. After a partial refund, the order stays paid and the report stays theirs. To cancel a paid call and refund it in one go, cancel it from the booking instead. See [Manage your bookings](https://oneform.si/help/bookings/manage-your-bookings/). ## Remind or waive an unpaid order - **Send reminder now** emails the client the next payment reminder, with a button to pay. - **Waive** lets the report or booking go ahead without charging. The order becomes **Given free**. - **Copy payment link** copies the link the client pays from, to send it yourself. ## Invoices and receipts Every paid order gets the next number in your sequence. Go to [Payments → Invoices](https://app.oneform.si/payments/invoices) to see them all. - Click **PDF** on a row, or **Download receipt** in an order, for the document. - Click **Spreadsheet for your accountant** for a file of every invoice. Use **Download (spreadsheet)** on Orders for every order. ## Payment settings ![Payments → Settings with invoice details, the card statement name and payment reminders](https://app.oneform.si/media/c2e58eca-3d41-56cc-8ad1-171e991d9de5) 1. Go to [Payments → Settings](https://app.oneform.si/payments/settings). 2. Set the **Invoice number prefix**, your **Tax ID**, a **Footer** and your **Refund policy**. They're printed on invoices and receipts. 3. Set **Name on clients' card statements**. Only an owner can change it, because it's saved on your Stripe account. 4. Turn **Remind clients who haven't paid** on or off. It sends up to three emails, and stops as soon as they pay. 5. Click **Save settings**. ## Good to know - **Paid twice?** A second payment for something already paid is refunded automatically. - **Disputes:** if a client asks their bank to take a payment back, the order shows **Disputed**. Owners get an email with the date to respond by. Send your evidence from the **Stripe dashboard**. - Everyone on the team can see orders and invoices. Downloading spreadsheets is for owners and admins. ## Why don't I see the Refund button? - **Your role.** Refunds, reminders and waiving are for owners and admins. See [Roles and permissions](https://oneform.si/help/team-and-account/roles-and-permissions/). - **The order isn't paid,** or it's already refunded in full. ## Why is there no Settings tab in Payments? Payments → Settings is for owners and admins only. Was this article helpful? [← PreviousCharge for a call](https://oneform.si/help/payments/charge-for-a-call/)[Next →Payouts](https://oneform.si/help/payments/payouts/) ## Related articles [PayoutsWhen the money from paid reports and calls reaches your bank, what each payout carried, and how to change the schedule.](https://oneform.si/help/payments/payouts/)[Charge for a reportSell a form's report. Clients pay on the thank-you screen, and the report goes out once it's paid for.](https://oneform.si/help/payments/charge-for-a-report/)[Charge for a callPut a price on a booking page or on the call offered after a form. Clients pay when they book, and the time is held while they pay.](https://oneform.si/help/payments/charge-for-a-call/)[Connect StripeConnect your firm's own Stripe account so clients can pay for reports and calls, with the money going straight to you.](https://oneform.si/help/payments/connect-stripe/) Still stuck? A person on the OneForm team reads every request. 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