New feature: Vello Postcards east Read more

home

Browse documentation

Browse documentationLearn new skillsDiscover resourcesSee all integrations
search
search
Browse documentationLearn new skillsDiscover resourcesSee all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

search
thumbnail

Browse documentation

Browse documentation Contents

close
  • expand_more

    ezyVet

    • expand_more

      Refunds

      • Refund examples

  • Vello

  • ezyVet Scan

  • ezyVet Go

  • Vet Radar

  • ezyVet Data Lake

  • IDEXX SmartFlow

  • ezyVet Connect

  • Knowledge Center: New and published

  • Pilot features

  1. Browse documentation
  2. arrow_right
  3. ezyVet
  4. arrow_right
  5. Refunds

list_altBrowse documentation

chevron_left

thumbnailBrowse documentation

Refunds

chevron_right

Refund examples

Each type of refund that you can do in ezyVet has a recommended method. For example, it is necessary to use a credit note product for a refund if you do not want your inventory to change.

This table gives examples of when a refund is applicable and tells you how to do the refund:

ExampleMethodDocumentation
A client gives an item back to you. You want to put the item back in your inventory.
  1. Find the invoice that you initially used to sell the item to the client.
  2. Make a credit note for the invoice.
  3. Pay the client with the applicable payment method.
Note: If necessary, change the Quantity value of the line item in the credit note to the applicable quantity for the refund. For example, if a client buys 20 bags of dog food and gives back 10 bags, you must set the Quantity value to −10
Do a full refund of a client payment
A client gives an item back to you. You do not want to put the item back in your inventory.
  1. Make sure that your site has a configured credit note product.
  2. Make an invoice directly and add the credit note product to it as a line item.
  3. Change the Price ($) of the line item to the value of the refund.
  4. Change the Quantity value of the line item to −1
  5. Pay the client with the applicable payment method.
  1. Make a credit note product
  2. Make an invoice (direct method)
  3. Add a credit note product to an invoice for a refund
A client pays a deposit for a service. The invoice for the service is less than the deposit. The client wants to do a refund for the remaining deposit quantity.
  1. Find the client's contact record.
  2. Select New Payment. The Payment box that ezyVet shows automatically has the credit value of the client's account balance.
  3. Select Pay.
Refund a client account credit
A client bought many items. The client wants to give one item back to you.
  1. Find the invoice that you initially used to sell the item to the client.
  2. Make a credit note for the invoice.
  3. Remove line items you do not want to include in the refund.
  4. Change the Quantity of applicable items to be correct for the refund.
  5. Pay the client with the applicable payment method.
Refund a part of a client payment
You want to refund a client for an item or a procedure in their clinical record (for example, an ear clean procedure). And you want to remove the entry from the patient's clinical record.
  1. Find the invoice that you initially used to sell the item or procedure to the client.
  2. Unapprove the invoice.
  3. Make a decision as follows:
    1. If you added the item directly to the invoice, remove the line item that you want to refund.
    2. If you added the item directly to the clinical record, disable the record entry in the patient's clinical record.
  4. If the source invoice has more than one item, approve it again.
Important: If you used more than one billing trigger to add items to an invoice, only remove the record entry for the item that you want to refund. If you remove the full record, ezyVet removes all items from the source invoice. For more information, refer to steps 9 thru 11 in Refund an item and remove its record entry (clinical record method).
Refund an item and remove its record entry (direct method)

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

Parent topic: Refunds
Related concepts
  • About refunds in ezyVet
  • 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
  • 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
Related information
  • Credit notes
  • Credit note products
ezyVet
Beginner

Last updated: July 10, 2025

chevron_leftchevron_right

Related Articles:

  • Refunds
  • About refunds in ezyVet
  • 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
  • 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
  • Credit notes
  • Credit note products

ezyVet-footer

Need help?
Go to ezyVet customer support

Products

Tour

Features

Pricing

Book a demo

Browse integrations

Build an integration

Become an integration partner

System requirements

ezyVet Go

Solutions

General practice

Emergency

Specialty

Equine

Corporate groups

Universities

Production animals

Mobile

Resources

Customer stories

Blog

Events

Webinars

Tips and tricks

ezyVet TV

Starting a new practice

Customer referral

Support

Company

About us

Contact us

Careers

Community forums

Security

Merch

We’re here for you.

Terms and conditions Privacy policy Cookie statement Cookie list ezyVet sign-in