Skip to main content
Refunds are issued from the invoice itself. Only internal users can request a refund — clients cannot request one from the client portal.

​
Request a refund

  1. Navigate to Payments > Invoices on the navbar.
  2. Find the paid invoice you want to refund and open the action menu (…) on the right of the row. You can also open the invoice and use the action menu on the invoice details page.
  3. Select Request refund.
  4. Review the confirmation dialog and click Request refund to confirm.
Once confirmed, you’ll see a Refund is processing confirmation and the invoice will show a Refund initiated status. Refunds may take up to 5-10 business days to process, depending on your client’s original payment method.
Refunds are always issued for the full amount paid, including any processing fees your client covered. Partial refunds aren’t supported — to refund part of an invoice, arrange it outside Assembly.

​
When a refund isn’t available

The Request refund action is hidden or disabled in these cases:
Depending on your workspace’s payment history, a refund request may be routed to Assembly support to process manually rather than being submitted immediately. You’ll still see the request recorded on the invoice, and support will follow up.

​
Tracking a refund

Each refund appears on the invoice’s timeline on the invoice details page, so you can see when it was initiated and when it completed or failed. The invoice status also reflects the latest refund state: If a refund fails, internal users receive a notification with the reason. Your client is not notified of the failure, so let them know and either retry or arrange the refund another way.

​
What your client receives

Your client receives two emails, sent to the invoice’s client and any other client at the same company: Internal users with access to refund notifications also receive the Refund processed email with the same receipt attached, plus an in-product notification.