In order to send a client a refund, you'll need to:

1. Open the relevant job or invoice.

2. Head to the "Payments" section.

Here you can see a list of payments added for this job/invoice.

​3. To remove the payment click the "Delete" icon. The refund will then be issued.

Need more help? See related articles below:

How to accept online payments with Workiz Pay?

How to Add a Deposit Request to Your Estimates and Send Them to Clients

Sending an Invoice and Requesting a Payment

Tracking and Managing Invoices

Creating an Invoice


Did this answer your question?