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      • About refunds in ezyVet

      • Refund examples

      • Record entries for refunded items

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      • Refund a client account credit

      • Do a full refund of a client payment

      • Refund a part of a client payment

      • Add a credit note product to an invoice for a refund

      • Refund an item and remove its record entry (clinical record method)

      • Refund an item and remove its record entry (direct method)

      • Show a list of client refunds

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Refunds

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About refunds in ezyVet

If necessary, you can refund money to a client. For example, if a client bought an incorrect product or the product is damaged, you can refund the client's payment.

When you do a refund in ezyVet:
  • ezyVet makes a record of the refund payment
  • If necessary, you can use a credit note to put products back in your inventory
  • You select a payment method to refund the money (for example, cash or a payment card)

Refunds with payment integrationsCopy

Before you use a payment integration to do refunds, make sure that:
  • Your payment provider lets you do refunds
  • If necessary, make sure that the applicable client's payment card is saved in ezyVet.
Note: An example of a payment integration is PayJunction.
Note: To know if your payment integration lets you do refunds, contact your payment provider.

Refunds and credit notesCopy

To do a refund and put an item back in your inventory, use a credit note.

Note: If you make a credit note and do not refund money to the client, ezyVet adds the value of the refund to the client's account balance.
Parent topic: Refunds
Related concepts
  • Refund examples
  • Record entries for refunded items
  • Negative values for credit notes and refunds
Related tasks
  • Refund a client account credit
  • Do a full refund of a client payment
  • Refund a part of a client payment
  • Add a credit note product to an invoice for a refund
  • Refund an item and remove its record entry (clinical record method)
  • Refund an item and remove its record entry (direct method)
  • Show a list of client refunds

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ON THIS PAGE

  • About refunds in ezyVet

    • Refunds with payment integrations

    • Refunds and credit notes

ezyVet
Beginner

Last updated: March 16, 2025

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Related Articles:

  • Refunds
  • Refund examples
  • Record entries for refunded items
  • Negative values for credit notes and refunds
  • Refund a client account credit
  • Do a full refund of a client payment
  • Refund a part of a client payment
  • Add a credit note product to an invoice for a refund
  • Refund an item and remove its record entry (clinical record method)
  • Refund an item and remove its record entry (direct method)
  • Show a list of client refunds

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