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      • About refunds in ezyVet

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      • Refund a client account credit

      • Do a full refund of a client payment

      • Refund a part of a client payment

      • Add a credit note product to an invoice for a refund

      • 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

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Refunds

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Do a full refund of a client payment

If necessary, you can do a full refund of a payment that a client made. For example, if the client made full payment for an incorrect invoice, you can refund the payment.

To do a refund, do this procedure.
Note: This procedure is applicable for a site that a practice manager configures to use automatic credit note allocation. If your site does not use automatic credit note allocation, you must do the credit note allocations manually after step 5.
  1. Select Financial.
    The Financial tab
  2. Find and select the applicable invoice.
    ezyVet shows the settings of the invoice.
  3. Select Credit Invoice.
    The Credit Invoice button
    ezyVet shows a New Invoice screen in a new record tab. ezyVet shows the New Invoice screen because a credit note in this procedure is a type of invoice. ezyVet automatically sets the quantity and price of the credit note to the correct values.
  4. Select Save.
    The Save button
    ezyVet shows a confirmation message:

  5. Select APPROVE.
    The APPROVE button
    ezyVet shows a confirmation message:
    An Invoice approved message
  6. Select Make Payment.
    ezyVet shows a New Payment dialog box.
  7. Select the applicable payment method.
  8. Make sure that the value in the Payment box is correct.
  9. Select Pay.
    The Pay button
The refund is completed. The Financial Records section of the client contact record shows entries for:
  • The initial invoice
  • The initial payment
  • The credit note
  • The payment for the refund
Figure 1. Financial Records entries

Financial Records entries
Use an applicable payment method to pay the refund to the client.
Parent topic: Refunds
Related concepts
  • About refunds in ezyVet
  • Refund examples
  • Record entries for refunded items
  • Negative values for credit notes and refunds
Related tasks
  • Refund a client account credit
  • Refund a part of a client payment
  • Add a credit note product to an invoice for a refund
  • 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

Procedure
ezyVet

Last updated: February 26, 2025

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Related Articles:

  • Refunds
  • About refunds in ezyVet
  • Refund examples
  • Record entries for refunded items
  • Negative values for credit notes and refunds
  • Refund a client account credit
  • Refund a part of a client payment
  • Add a credit note product to an invoice for a refund
  • 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

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