JobsPaid

Refunding a Payment

When You Need to Issue a Refund

Sometimes you need to give money back to a customer - maybe the work wasn't completed, there was an overcharge, or the customer wasn't satisfied. JobsPaid makes it easy to process refunds directly through the app without calling your payment processor.

How to Refund a Payment

  1. Go to your Dashboard and click on Invoices
  2. Find the invoice you need to refund using the search bar or by scrolling through your list
  3. Click on the invoice to open it
  4. Look for the Payment Details section - you'll see a Refund button next to any processed payments
  5. Click the Refund button
  6. Choose either Full Refund or Partial Refund
  7. If doing a partial refund, enter the dollar amount you want to refund
  8. Add a brief reason in the Refund Note field (like "Work not completed" or "Customer request")
  9. Click Process Refund
  10. The system will automatically send a refund confirmation to your customer's email

The money typically takes 3-5 business days to appear back in your customer's account, depending on their bank.

What Happens After You Process a Refund

Your invoice will automatically update to show the refund amount and date. You'll also see the refund listed in your Reports section, which helps keep your books accurate. The customer receives an email confirmation right away, so they know the refund is processing.

Common Mistakes

Don't try to refund more than the original payment amount - the system won't let you, but it saves time to double-check first.

Remember that refunds can only be processed on payments that have already cleared. If a payment is still processing, you'll need to wait.

Always add a note explaining the refund reason. This helps with your record-keeping and provides clarity for both you and your customer.

Related Articles

• How to Accept Credit Card Payments • Understanding Payment Processing Fees • Viewing Payment History and Reports

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