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Negative values for credit notes and refunds

Negative values can show for refunds and credit notes in some areas of ezyVet. Negative values identify account balance information about the client.

A negative value shows because money is available to a client as an account credit or as a refund. For example, the Total value of a credit note can show a negative value.

Negative value for Current Balance

The Current Balance value in a client contact record shows a client's account balance. If the account balance shows a negative value:
  • Money is available to the client for a refund
  • The client has an account credit they can use
Figure 1. Negative value example

Negative value example
Note: The Current Balance value shows a client's account balance for approved invoices or credit invoices. The Current Balance value does not show the value of invoices that are not approved.

Negative values in credit notes

If you make a credit note in ezyVet, the Total value of the credit note can show a negative value. The negative value shows because money is available to the applicable client as an account credit or as a refund.

The Quantity column in a credit note has negative values. Negative Quantity values show because the items go back into your inventory. After the items go back into your inventory, you can:
  • Make the value of the item available to a client as an account credit
  • Make the value of the item available to a client as a refund

This image shows a credit note that has negative Quantity and Total values:

You can add a negative value or a positive value to the Discount column in a credit note. A negative value in the discount column adds to the Total value that is available to a client as a credit or as a refund. For example, if you want to make more money available to a client as a credit or refund, add a negative value to the discount column. Credit note example shows a credit note for −$70.00 with a discount of −10.00% added. As a result, the total available to a client as a credit or refund is −$77.00.

Figure 2. Credit note example


Note: A positive value in the Discount column makes less money available to a client for a credit or refund.

Negative values for refunds

One method to do a client refund in ezyVet is to select the New Payment button that shows in ezyVet screens. The New Payment dialog box that shows after you select New Payment has a Payment box. The Payment box automatically shows the Current Balance value from the applicable client contact record. If the Payment box shows a negative value, the value is available to the client as a refund.

Payment example is an example of a Payment box that shows −10.00. Thus, ten dollars is available as a refund for the client.
Figure 3. Payment example