Record a Refund on a Job Invoice

Refunds are part of running any business. A refund may be required when a client prepays for a job or you refund some or part of the Total Fee at some point in the future.

Note: Tap Inspect Payments will record the refund for you when a client originally paid using the Pay Now button.

Follow these steps to record a customer refund.

1. Sign in to your Web Account
2. Open the Job to the Schedule tab.
3. Scroll to the Invoice section.
4. Tap Add Refund.
5. Verify the Amount and Transaction Date are correct.
6. Select the Refund Method.
7. Add a Note if desired.
8. Choose whether to send a Payment Receipt message or not.
9. Tap Save Changes.

The Refund will be added to the job Invoice and the Amount Due on the invoice will be updated.