The Buildertrend Product Roadmap team
✨ Improved Financial

March 27-31 Buildertrend updates

AUTHOR: The Buildertrend Product Roadmap team

A faster way to refund online payments is headed your way

We’re updating our online payment refund process, so you can submit homeowner refunds immediately instead of having to wait for processing times. Currently, if your client pays via credit card or ACH, your Issue Refund button doesn’t become available for three to seven business days. This forces you to check back every few days to see if the refund option is available.

We're updating this process to save you the time and hassle of waiting for processing. Soon, you’ll have the ability to issue your refund as soon as the homeowner submits a payment.

Visit the roadmap card to learn more and provide feedback

We welcome feedback on this release, at any stage. If you have questions about recent updates, contact our Customer Success team at 888-415-7149.

If you’d like to provide feedback please use the What do you think of this roadmap item? button inside the release card.

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