Table of Contents
I. Apply a Refund
- Navigation & Set-Up
- Payment Record Report
- Payment Totals Report
I. Apply a Refund
Navigation & Set-Up
1. Go to the job and click the Payments button (upper-right), you'll see the deposit that was initially applied to the job.
2. By clicking the right-arrow at the end of the deposit line, the page will expand to show the details of the original payment (date, amount, etc.) and will also present a Refund button (lower-right).
3. Clicking the refund button will allow you to enter in the refund method (e.g., cash, credit card, etc.), the amount, and any notes or Transaction ID (TxnID) you wish to assign to the refund.
*Note: The date assumes you are making the refund in-the-moment, and displays today's date.)
4. Once you have filled out the refund fields, click the Submit Refund button. If you've refunded the exact amount of the initial deposit, the Payments amount should show $0.00.
If you've applied any penalty or incurred any costs which must be deducted (e.g., you purchased some item for the job which you cannot use or return), the amount may differ.
5. Once you've completed the refund to the extent allowed, you can now remove the active job or demote it to a non-active state.
There are a few reports you can use to apply refunds and there are a few reports that show refund data.
The three main reports that allow you to apply refunds are the Jobs Report, Visits Report, and the Invoices Report (you can learn more about those reports by clicking here). Depending on how you have your report columns set up, you'll be able to either find or add the Payments Column and follow the same steps that were detailed above.
There are two reports that incorporate refund data into their metrics:
1. Payment Records Report
The Payment Records Report has a checkbox in the top right that allows you to only show jobs or visits with refunds applied.
2. Payment Totals Report
The Payment Totals Report on the other hand, just incorporates refunds into the payment calculation. The calculation is as follows (All Payments - Refunds = Total Payments).