About credit note products
Use a credit note product when you do a refund for a client and do not put the refunded items back in your inventory.ethod that you can use for client refunds.
Note: If a client refund is necessary but you want ezyVet to automatically correct your inventory levels for refunded items, use a credit note. For more information, refer to Credit notes.
To do a refund with a credit note product, do these steps:
- Make sure that your ezyVet site has a configured credit note product.
- Make an invoice directly and add the credit note product to it as a line item.
- Change the Price ($) of the line item to the value of the refund.
- Change the Quantity value of the line item to −1
- Pay the client with the applicable payment method.
For documentation about how to a refund with a credit note product, refer to each of these in sequence: