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Refunds

A client's balance is incorrect after a cash refund

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A client's balance is incorrect after a cash refund

If a refund quantity was incorrect, a client's balance is incorrect as a result. To correct the balance, remove the incorrect refund and make a refund again.

Select Contacts.
ezyVet shows the New Contact screen.
In the left sidebar, find and select the applicable client contact record.
ezyVet shows settings and information of the contact record.
Select Financial.
In the Financial Records section, find and double-click the applicable payment record for the refund.
ezyVet opens a record tab with information about the refund.
Select Disable.
ezyVet shows an Are You Sure? pop-up window.
Select Disable.
Go back to the tab of the client contact record.
Select New Payment.
The Payment box that ezyVet shows automatically has the credit value of the client's account balance.
Select the applicable payment method for the refund.
Select Pay.