Payment plan changes and refunds

The rules that protect you when a payment plan changes after approval, and how refunds of money already received are handled.

Source: Docklify service rules (service quote chain — plan changes and refunds), effective 9 Nov 2026. Review tier B — we re-check this page at least every 30 days.

Changing a payment plan#

If the payment plan for an approved order needs to change — for example a milestone is split or a date moves — you receive a plan change to confirm in your portal. Two rules always hold: the order total never changes in a plan change (a different total means a new quote, never a silent edit), and only milestones that have not been charged yet can move — anything already charged or invoiced stays exactly as it is. The new plan takes effect only when you confirm it; confirming extends your charge authorization to the new plan, and declining leaves the original plan untouched.

Refunds#

A refund is always made against the original payment: card payments go back to the same card, and offline payments are returned by transfer. The amount that can be refunded is capped at what was actually received for that payment, minus anything already refunded — you can ask us at any time how much of a payment remains refundable. A refund never edits the original records: it adds a refund record so the invoice history stays complete, and submitting the same refund twice never refunds twice. If you believe a charge is wrong, contact us on the quote or invoice first — most cases are resolved by a refund or a plan correction without any dispute process.