In this article, you will learn how to issue refunds to your customers who paid for a job, invoice, or estimate.
Refunding online payments
Refunding online payments
Refunding online payments (e.g., credit cards, ACH) using Workiz Pay can be done in just a few clicks.
Before proceeding, first determine whether or not the online payment you collected is connected to a specific job ID in Workiz.
Refunding online payments linked to jobs
Refunding online payments linked to jobs
When refunding online payments linked to jobs, you will have the option to issue a full or partial refund.
Open the job you want to issue a refund for and 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 you want to refund.
Reason (optional): 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
Refunding online payments not linked to jobs
Refunding online payments not linked to jobs
When issuing a refund for payments not linked to jobs (e.g., standalone estimates or invoices), you will only have the option to issue a full refund.
Refunding offline payments
Refunding offline payments
If you collected an offline payment (e.g., cash, check, credit), you can reflect a refund in several different ways depending on whether you want to keep a record of the original payment and refund:
Deleting the payment
Deleting a payment will remove it from the payment history altogether. There will be no record of the original payment being made.
Adding a negative offline credit with a confirmation of Refund
Adding a negative credit will allow you to see which payments were refunded.
What to expect after issuing a refund
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 5โ10 business days.
When possible, 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 your Workiz Pay balance, the remaining amount will be debited from your bank account.
All online refunds are visible from the Payments report in your Workiz account. Open
To view refunds in the Payments report:
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