How to Refund Services

Modified on Thu, 3 Jul at 3:05 PM

To place a refund for services next to the payment line item select the shopping cart to the right.

You will be prompted with two options:
Refund & Void Invoice: This option will refund the money and set the invoice so that the pet owner does not have to pay this balance again.

Refund & Charge Pet Owner: The money that is refunded will be put back to a balance due so that the customer can pay again. This option is ideal for scenarios where the wrong card was charged so it is needed to refund and pay again.

The next screen will bring you here:
At the bottom under the manual adjustment will be automatically selected. The refund amount will default to the total payment amount. At the bottom under "return amount $" you can change to a partial refund amount.

You can either select the check box under the top section services or the bottom section manual adjustment, but cannot select either. The top section you can itemize the return by selected which individual services you are refunding. The bottom option is setting a flat dollar amount as the refund.

In this example. I want to return the whole $44 so I am just going to select the "apply to invoice" to proceed with the refund process.

You are now given three option:
Add to revenue: If there is a refund due to the customer, but the facility is keeping the money, for example cancelation fees
or no show fees, using the "add to revenue" option will zero out the invoice and add this money to your revenue.

Add to credits: Adding this to credits is an option to use this refund for their next appointment instead of giving the customer money directly.

Process Refund: The refund will be processed to their card, cash, check (next step will confirm this selection).

In this example, I selected process refund to give the money back to the customer.

On the next screen, the refund type will this will default to the payment type that was paid. Select the dropdown to change the method of return.

Under "Refund Requested" if wanting to refund partial payment make sure this value displays only the amount that you want to return. Then process refund.