Refund an item and remove its record entry (direct method)
ezyVet does not automatically remove a record entry from different areas in ezyVet for an item that you refund. If applicable, you can refund an item and remove its record entry.
Note: This procedure is only applicable if you manually added the item to the invoice initially. If you added the item to the clinical record initially, do the procedure given in Refund an item and remove its record entry (clinical record method).
Note: If the refunded item is the only line item in the invoice, do steps 1 and 2 in this procedure, then disable the invoice. It is not necessary to complete steps 3 thru 6 in this procedure to remove the record entry.
Note: This procedure uses an ear clean as an example of a refunded service.
- Select Financial.
- Select Invoices.The left sidebar shows the invoice records of your site.
- If the invoice is approved, select UNAPPROVE.Tip: If the UNAPPROVE button shows dimmed:
- Do a check of the Payment/Invoice Allocations section of the invoice
- Remove all payment allocations from the invoice
- Select the checkbox that is adjacent to the item you want to refund.
- Select Remove.ezyVet removes the line item.
- Select Save.ezyVet shows a confirmation message:
- Select APPROVE.ezyVet shows a confirmation message: