You can issue a refund for a Credit Card payment directly through the invoice in Joist. If you need to issue a refund for an E-Check payment instead, please see this article: How can I issue a refund for an E-Check Payment?
Refunds are for the full amount, meaning you won't be charged the processing fee.
Just open the invoice the payment was made on, then for iOS and Web use the Payments button at the top of the screen. For Android, tap the Green Circle in the bottom right, then choose Payments.
From there you will see any payments made on the invoice listed. The button to the right of the payments will reveal the option to issue a refund.
Once you have confirmed the refund, the funds leave our system immediately. On the client’s side, they should see the money credited back to the credit card statement in 3-7 business days -- this is the time required for credit card companies to adjust the client’s statement and is the same for any type of refund issued back to a credit card.
Important: If the payment has already processed to your bank account then you may wish to arrange an alternate means of refunding, like cash or a check. Otherwise, in order to cover the refund, we may need to place a hold on your payouts and initiate a recovery of the funds with your bank that can take up to 10 business days to complete.
Making sure your client knows they can reach out to you for a refund if necessary is a great way to help protect yourself from chargebacks. To learn more about this, check out: