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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:
  1. Make sure that your ezyVet 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.
Figure 1. Example of a credit note product of an invoice

Example of a credit note product
For documentation about how to a refund with a credit note product, refer to each of these in sequence:
  1. Make a credit note product
  2. Make an invoice (direct method)
  3. Add a credit note product to an invoice for a refund