A client contact record shows an incorrect Current Balance value after you refund a payment
The refund was for all invoiced items but it did not have a credit note
Make a credit note for a refund of a full invoice payment
- Select Credit Invoice.ezyVet shows a New Invoice screen in a new record tab. ezyVet shows the New Invoice screen because a credit note in this procedure is a type of invoice. ezyVet automatically sets the quantity and price of the credit note to the correct values.
- Select Save.ezyVet shows a confirmation message:
The refund was for only some invoiced items but it did not have a credit note
Make a credit note for a refund of part of an invoice payment
- Select Credit Invoice.ezyVet shows a New Invoice screen in a new record tab. ezyVet shows the New Invoice screen because a credit note in this procedure is a type of invoice. ezyVet automatically sets the quantity and price of the credit note to the correct values.
- Select Save.ezyVet shows a confirmation message:
The refund was for a payment that did not have an invoice
An example of a payment refund that does not have an invoice:
- You do a client refund for a product or service
- The client did not make an initial payment for the product or service
- As a result, the client has an incorrect account balance
Make an invoice with a negative total
- Select Financial.ezyVet shows the New Invoice screen.
- In the Client box, select the applicable client.
- In the Product column, select the refunded product or select a credit note product.Note: If you want to put the refunded item back in your inventory, use the Product box to select the item. If you do not want to put the refunded item back in your inventory, use the Product box select a credit note product.
- In the Price($) column, enter the value of the refund payment as a negative value.If the value of the payment was $150, enter $-150 in the Price($) column.
- Select Save.ezyVet shows a confirmation message:
- Select APPROVE.ezyVet shows a confirmation message: