If you've built your invoice, collected payment information and signatures but you realize you need to add/remove something from the invoice resulting in a new invoice total, you will need to Refund the original transaction and start a new one.

  • On the pay screen you will see the following message after updating the invoice
  • You'll want to click the orange Refund Payment button.  This is going to refund the customer the original charged amount and allow you to charge a new amount.
  • After clicking the Refund Payment button, you will see the following pop-up
  • Now you will proceed as normal with taking payment and completing the call.

If you require further assistance, please reach out to the Support Team using any of our channels - 

Email: [email protected]

Phone: 800-566-6940

Chat with us! 

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