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We recently made the switch to a new version of Workiz Pay that now uses Stripe technology. Support for the old Workiz Pay via WePay will begin ending on Nov. 30, 2022. Existing customers using Workiz Pay via WePay will need to migrate their accounts to the new Workiz Pay before that date.
The new Workiz Pay is faster, offers improved customer support, gives you enhanced control over your online payments, and enables us to offer modern payment capabilities.
Getting set up with the new Workiz Pay is quick and easy. Existing customers will still be able to collect payments using Workiz Pay via WePay until their account is fully migrated.
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In this article, you will learn how to issue refunds to your customers who paid for a job, invoice, or estimate using Workiz Pay.
Issuing refunds is an unfortunate part of the field service industry. For a variety of reasons, your clients may request to have their money issued back to their bank account. While this isn’t something anybody wants to do, Workiz makes it easy for you to give your customers their money back when appropriate.
Issuing a refund
Refunding offline payments
If you collected an offline payment (e.g., cash, check, credit), you can simply delete the payment so that the refund is reflected on your Workiz account.
Open the job, estimate, or invoice you want to issue a refund for
Next to the payment, select the trash bin icon
Select Confirm to delete the payment
Issuing a refund for online payments linked to a job
Open the job you want to issue a refund for
From the job page, select the Payments tab
Next to the payment you want to refund, select the refund icon
Complete the Issue a refund fields:
Refund options: Choose the type of refund you want to issue (full or partial)
Note: If you choose to issue a partial refund, you will be required to enter the exact amount.
Partial refunds are only available to those with accounts under the new Workiz Pay. To sign up for the new Workiz Pay, please click here.
(Optional) Reason: Enter a brief reason for the refund
Receipt: Choose whether you want to automatically send your client a receipt of the refund
Select Refund payment
Issuing a full refund for online payments made to standalone invoices or estimates
Note: The option to issue partial refunds is only available for estimates and invoices linked to a job.
If you have an estimate or invoice linked to a job in Workiz, please see the previous section to learn how to issue partial refunds.
To issue a partial refund for an estimate, you can convert the estimate into a job, and then issue the partial refund from the job page using the steps listed above. Depending on the reason for the refund, you may also need to cancel the job after it has been created, resulting in potential discrepancies in your data.
Open the invoice or estimate that you want to issue a refund for
Next to the payment, select the trash bin icon next to the payment you want to refund
Note: This will result in a full refund.
To issue a partial refund for standalone invoices or estimates, please contact support.
Select Confirm to delete the payment
What to expect after issuing a refund
Your customer should expect to see their refund issued as a credit on their bank statement, typically between 3-7 business days.
It is recommended that you contact your client to notify them of the refund.
The refunded amount will be deducted from your Workiz Pay balance (i.e., the Workiz Pay collections that have yet to be paid out to your business bank account). If the refunded amount exceeds the balance you have on your Workiz Pay account, the remaining amount will be debited from your bank account.
All refunds are visible from the Payments Report in your Workiz account. To view refunds in the Payments Report, select Report > Payments and then filter by Refunds.
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