How do I process a client refund?

The following example will be used to demonstrate how to process a refund:

Pet Pals Veterinary Clinic specializes in comprehensive pet care, including micropigs. One of their clients, Ms. Johnson, owns a delightful micro pig named Mookie. During a previous visit, an overpayment occurred due to a miscalculation, resulting in a credit on Ms. Johnson's account.

How to refund a credit back to the Client 

1. Go to the Client's account.
2. Below Account Balance, if the client has a credit on their account, a Process Refund button will be available.

3. Click Process Refund.
4. When you Process Refund, the following options are available:
   • Select a Client Classification.
   • Add a Receipt Note - Any information entered into this field will be added to the receipt for the Client's reference.
   • Add a Client Note - Any information you enter in this field will be added to the note section of the Client's record.
   • Choose whether to Print receipt and/or Email receipt.
5. The refund amount will be displayed as a negative value, for example, -22.00. If you are giving a partial credit, enter the amount as a negative number.

6. Choose the Refund Type. If you are applying it back to a credit card, add the last four digits of the credit card.
7. Select Process Payment.
8. The Payment Amount Confirmation will appear.

9. Click Yes.