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Create and refund one-off charges

Charge a reviewed one-off item and refund or void an eligible invoice. The charge, refund, or void records the recipient, amount, actor, and resulting invoice…

Status
Verified 2026-07-29 on build beb3f3c
Who can do this
Organization owners, Managers
Required access
billing.manage
Where in PositiveForm
/billing
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Who this is for

This guide is for staff, managers, and owners posting one-off charges or refunds from studio billing.

Before you begin

  • Know the household and reason for the charge or refund.

Steps

  1. Open Billing.
  2. Start a one-off charge or refund action from the operations workspace.
  3. Select the household/profile, amount, and reason fields the form requires.
  4. Confirm the result in the operations list.

Expected outcome

The one-off charge or refund is recorded and visible in billing operations.

Screenshots

Billing operations for one-off charges
Billing operations for one-off charges

Recovery

If the action is refused, read the on-page reason (permissions, missing profile, invalid amount). Do not double-submit.

  • BILL-004
  • BILL-008