Processing Refunds

Overview

You can process refunds in MobiWork (only on the web; not available through the mobile app) if the payment was made with a credit card.

Table of Contents

Processing Refunds for a Sales Order

Navigate to the Invoice to refund.
On the Invoice page, click the Payments tab.
Find the transaction to refund, click the drop-down arrow next to View, and click Refund.

Processing Refunds for an Invoice

In the Sales Order window, click the Billing tab.
Click the invoice that was paid or click the View button.
On the Invoice page, click the Payments tab.
Find the transaction to refund, click the drop-down arrow next to View, and click Refund.