Refund customers after finance approves

Refunds should not be one click away from anyone with the Stripe login. When a row is added to your Refunds tab, your finance manager is asked to approve it first.

If they approve, the payment is refunded in Stripe for the amount in the row and the row's Status becomes Refunded; if they decline, it becomes Declined and nothing is refunded. Your tab needs columns named Customer email, Payment ID, Amount and Reason, where Payment ID is the Stripe payment's id and Amount is in dollars.

Google SheetsWhen a row is added to the Refunds tab. Save it as refund.When a row is added to the Refunds tab. Save it as refund.

Finance manager's emailSet financeManager to blank.

Ask finance to approve the refundRequest approval: Refund refund.fields.Amount to refund.fields["Customer email"] Save it as decision. Who to ask: financeManagerPayment refund.fields["Payment ID"]. Reason given: refund.fields.Reason

If decision.approved is yesIf decision.approved is yes

Yes

Refund the payment in StripeRefund refund.fields["Payment ID"]. Save it as refunded.Stripe

No

No steps

Refunded or DeclinedUse Refunded if decision.approved is yes, otherwise Declined and save it as outcome.

Set the row's StatusSet Status: outcome on row refund.row_number of refund.sheet_name in refund.spreadsheet_url. Save it as marked.Google Sheets