You can refund or void eligible payments directly from the inspection workorder. This article explains where to do it, when you can, and what to expect (including void vs refund and queued refunds).

Where to refund a payment

1. Open the inspection workorder (Inspections → select the job).

2. Go to the Services & Payments section.

3. Find the payment row you want to refund.

4. Click the ⋮ (three dots) on that row.

5. Choose Refund or Refund/Void (the label depends on the payment type).

If you don’t see Refund or Refund/Void, that payment isn’t eligible for an electronic refund in Attik (see “When can I refund?” below). Hover over the option to see a short reason (e.g. “Payment has already been refunded” or “Manual payments cannot be refunded electronically”).

When can I refund?

You can use the refund option only when all of these are true:

• The payment is not already refunded.

• The payment was taken in Attik (not in Spectora). Payments that originated in Spectora must be refunded in Spectora.

• The payment is not failed or canceled.

• The payment was made electronically (card or ACH through the payment processor). Check, cash, and other manual payments cannot be refunded through this flow; handle those with your own process.

If the menu shows “Refund/Void,” the system will check the transaction and then show either Void, Refund, or Queue for refund in the modal, depending on whether the money has settled yet.

Void vs refund vs queue (Guardian payments)

For payments processed through Guardian (e.g. Pay at Close, or card/ACH via Guardian), when you open the refund modal you may see one of these:

• Void — The charge has not settled yet. Void cancels the full transaction (including any fee) before it hits the customer’s account. You don’t enter an amount; the system uses the full amount. This action cannot be undone.

• Refund — The charge has settled. You can refund the full amount or a partial amount. Enter the amount to refund. For card payments, a proportional part of the processing fee may be refunded as well. This action cannot be undone.

• Queue for refund — The payment isn’t ready for an immediate void or refund yet. You can queue the refund; the system will process it automatically when the payment is ready. You enter the amount to refund. No need to come back later.

For other electronic payment types (e.g. card/ACH through a different processor), you’ll see a single Refund flow: enter the amount (full or partial). The refund is sent to the processor; timing depends on that processor’s rules.

What happens after I submit?

• Immediate success — You’ll see a success message and the payment status will update (e.g. to Refunded or Voided). The page may refresh to show the new status.

• Refund batched — For some payments you’ll see that the refund was submitted successfully and batched. It will be processed in the next settlement cycle. Allow 1–2 business days for the refund to show on the customer’s statement.

• Refund queued — If you used Queue for refund, you’ll see that the refund was queued. It will be processed automatically when the payment is ready. You don’t need to do anything else.

Refunded payments show a Refunded status in Services & Payments, and the inspection’s Total Refunded (if shown) reflects the total amount refunded for that job. Invoices and payment summaries also show refunded amounts and status where applicable.

Important to know

• Refunds and voids cannot be undone. Confirm the amount and payment before you confirm.

• Partial refunds are allowed when the modal lets you enter an amount. You cannot refund more than the original payment amount.

• Payments from Spectora must be refunded in Spectora, not in Attik.

• Manual payments (check, cash, etc.) are not refunded through this feature; handle them with your own procedures.

• If the customer was already funded (e.g. through a separate funding program) and you need to change the transaction or refund after funding, contact Guardian support for that payment; they handle money flow after funding.

Need help?

• For refunds or payment changes after funding (e.g. Guardian FlexFund): contact Guardian (1-800-608-7363 or gpacsupport@inspectionpayments.com).

• For how to use Attik (finding the workorder, Services & Payments, or the refund modal): contact your Attik admin or support.