Payment Processing with Worldpay/Forte in the Back Office and Field Worker Application

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Processing Voids and Refunds

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Best Suited for:

  • Back Office administrators
  • Back Office users participating in financial management activities

Important Information:

  • There are 3 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' 

Process Description:

  1. Find the payment that is needing to be refunded
    • Accounting > View Invoice Payments (or View Job Deposits, if applicable)
    • Go to the job and select Job Deposits
    • Go to the Invoice > click on the payment amount on the bottom right corner (blue link) > click on payment date on the pop-up > navigate to the View Payment screen
  2. Edit payment
  3. Once in edit mode on the payment there will be an option to Refund Payment
  4. There will be a pop-up that comes up and there will be a choice to perform a partial or full refund
  5. Press accept and the refund will be processed

Step-by-Step Instruction:

First, you will need to find the payment in question. To get to the View Payment screen, you can find your payment by going to Accounting > View Invoice Payments (Or View Job Deposits, if applicable) and clicking Edit on the payment. 

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Alternatively, you can go to your payment from the invoice screen, by clicking the payment amount on the bottom right corner (blue link) then clicking the payment date on the pop-up, to navigate to the View Payment screen. 

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From the View Payment screen, click the Edit Payment button in the upper right corner.

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At the bottom of the Edit Payment screen is the Void button. If you are viewing a Credit Card payment, there will also be a Refund button. Click the appropriate choice, the system will prompt you to confirm your selection, and then your payment is voided or refunded. 

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You can also void or refund payments directly from jobs, by clicking the Deposits button at the top. 

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The Payments, Deposits, & Credits overlay will appear, and on the right the payments received are listed, with options to Void or Refund directly from here. 

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