IMPORTANT! Refunds can now be processed on the Inspector Dashboard. Refunding on the Dashboard will update the Invoice to unpaid or partially paid. It is strongly recommended that you use the Dashboard Method to process refunds. For instructions, see our article on Refunding Online Payments.
NOTE: This method of refunding does not update the invoice status on your Inspector Dashboard.
If you use this method, you will need to email support@homegauge.com if you would like the paid invoice removed from your inspector dashboard. Please indicate the property address, inspection date and refund amount in your email.
1. Log into the HomeGauge Payments Portal:
2. Select Payment History from the menu:
3. Find the transaction you want to refund and click on the amount or the customer's name:
4. Click on the Refund button:
5. You can choose to refund the full transaction amount or you can erase the pre-populated full amount and type in a custom refund amount. Click the Refund button to complete:
6. The refund will be shown on the Payments History Page:
The negative amount will show as a new transaction at the top:
The original transaction will appear differently (* and arrow) from regular transactions indicating it was a refund:
FAQs
Why don't I see a Refund Button?
The transaction must be settled in order to be refunded. If the transaction is still processing, you will see two other options:
Void- Completely removes the Transaction like it did not take place. Since it has not finished processing, the process will not be completed.
Cancel- Similar to Void, except the transaction stays on hold and can be processed again later.
Best Practice is to wait until the transaction is settled, then process any refunds through your Inspector Dashboard by following the instructions listed in Refunding Online Payments.