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:
- 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
- Edit payment
- Once in edit mode on the payment there will be an option to Refund Payment
- There will be a pop-up that comes up and there will be a choice to perform a partial or full refund
- 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.
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.
From the View Payment screen, click the Edit Payment button in the upper right corner.
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.
You can also void or refund payments directly from jobs, by clicking the Deposits button at the top.
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.