Issuing a Refund to Your Client
After choosing your Job in the Jobs List, navigate to the Financial tab and select Owner Invoices.
Select the Owner Invoice you would like to refund back to the customer.
Credit card payments can be refunded almost immediately. If your customer used an ACH transfer as payment, you should be able to issue a refund about 10 days after the payment was submitted. Until then, the Payment will show as Processing, and the Issue Refund button will be grayed out and disabled.
Once the Payment has been processed, the Issue Refund button will become available, and you can issue the refund back to your customer. Press the Issue Refund button.
Once you've clicked Issue Refund on the Owner Invoice, a pop-up window will appear and you will be prompted to type a reason for this refund and can finalize the refund by clicking Issue Refund.
Once the Owner Invoice has been refunded, it will go back to a Pending/Released status. You can now re-release the invoice back to the customer if needed.
Note:
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The funds are returned to the payer in a standard fashion, 1-5 business days for both e-check and credit card.
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The Issue Refund button will go away after 60 days. If the builder needs to do a refund after the button is gone, they can contact WePay or contact Buildertrend, and we will reach out to WePay to see if a refund is still possible.
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