In this article, you will learn how to issue refunds to your customers who paid for a job, invoice, or estimate.

Refunding payments

Whether you're refunding an card payment collected using Workiz Pay or a cash payment that your team logged on the mobile app, Workiz makes it easy to refund your clients.

Please be aware that:

• Online payments (e.g., credit cards, ACH) can only be refunded if the payment was made within the last 60 days. 
• Partial refunds are only available for online payments. You cannot partially refund an offline payment like cash or a check. 
• Refunds of cash and other offline payments do not actually transfer funds from your account to your client's account. This is strictly for reporting purposes. 
• All refunds — whether they originated as online or offline payments — are properly reflected in QuickBooks.

1. Open the job, estimate, or invoice you want to refund
2. Go to the Payments section
3. Next to the payment you want to refund, select the refund icon
   
4. Create your refund:
   
   1. Refund options: Choose the type of refund you want to issue (full or partial)
   2. (Optional) Reason: Enter a brief reason for the refund
   3. Receipt: Choose whether you want to automatically send your client a receipt of the refund
   4. Select Refund payment

After issuing the refund, the refunded payment will be listed accordingly under the Payments section your job, estimate, or invoice page. You will have the option to send a receipt of the refund via email to an address of your choice.

What to expect after issuing online refunds

When issuing a refund for an online payment, your customer should expect to see their refund issued as a credit on their bank statement, typically between 5–10 business days. The email receipts you send to your clients will reference the this timeline.

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.