Refund a card payment.

Open the job, find the card payment under Payment history and tap Refund. The full amount goes back to the customer's card and the payment is marked Refunded.

Steps

1. Open the job and go to the Payments tab. On a phone it is the Payments section inside the Finance tab.
2. Under Payment history, find the card payment and tap Refund on that row.
3. Read the confirmation and accept it. The refund is sent to the card the customer paid with.
4. The row now shows Refunded, and the same status appears in the recent payments list on the Payments page.

Good to know

Only an owner, admin or dispatcher can refund. Technicians do not see the Refund button.

Refunds are for the full payment. The customer gets everything back, including any credit card surcharge. Card processing costs are not returned, so that part comes out of your balance.

A bank transfer can be refunded only after it has cleared. While it shows Pending there is nothing to send back yet, and a transfer returned by the bank needs no refund.

Cash, check, Zelle and Venmo payments were never charged through JobField, so there is nothing to refund. If one was recorded by mistake, use the Delete payment trash icon on that row to remove it.

Once every payment on a job has been refunded, the job no longer shows as Paid.