Best Suited for:
- Back Office administrators
- Back Office users participating in financial management activities
Important Information:
- There are three different ways to process and perform a void or refund within Service Fusion
- For details specific to the processor, please review the Overview of Voids and Refunds Article
- Voids can only be processed if the original payment was processed 'today'
- Voids and refunds cannot be reversed
Process Description:
- Locate the payment that needs to be refunded or voided
- Access the View Payment screen from the job, invoice payments dashboard or the invoice
- Edit the payment
- Choose to Void or Refund the payment
- Confirm the action to complete the process
Refunding or Voiding a Payment from the Invoice Payments Dashboard:
- Navigate to Accounting
- Select View Invoice Payments
- Or View Job Deposits, if applicable
- Locate the payment that needs to be refunded or voided
- Select Edit to open the View Payment screen
- Select Edit Payment in the upper‑right corner
- At the bottom of the screen:
- Select Void to void the payment
- Select Refund to refund the payment
- Confirm the action when prompted
Refunding or Voiding a Payment from an Invoice:
- Open the invoice
- Select the payment amount in the bottom‑right corner (blue link)
- In the pop‑up window, select the payment date to open the View Payment screen
- Select Edit Payment in the upper‑right corner
- At the bottom of the screen:
- Select Void or Refund, as appropriate
- Confirm the action when prompted
Refunding or Voiding a Payment from a Job:
- Open the job
- Select Deposits at the top of the screen
- The Payments, Deposits, & Credits panel opens
- Locate the payment on the right side
- Select Void or Refund
- Confirm the action when prompted
Additional Resources:
Determining which Service Fusion Payments Processor I have
Overview of Stripe Refunds and Voids
Overview of Stripe Canada Refunds and Voids