Negative value for Current Balance

Negative values in credit notes

If you make a credit note in ezyVet, the Total value of the credit note can show a negative value. The negative value shows because money is available to the applicable client as an account credit or as a refund.

This image shows a credit note that has negative Quantity and Total values:

You can add a negative value or a positive value to the Discount column in a credit note. A negative value in the discount column adds to the Total value that is available to a client as a credit or as a refund. For example, if you want to make more money available to a client as a credit or refund, add a negative value to the discount column. Credit note example shows a credit note for −$70.00 with a discount of −10.00% added. As a result, the total available to a client as a credit or refund is −$77.00.

Negative values for refunds

One method to do a client refund in ezyVet is to select the New Payment button that shows in ezyVet screens. The New Payment dialog box that shows after you select New Payment has a Payment box. The Payment box automatically shows the Current Balance value from the applicable client contact record. If the Payment box shows a negative value, the value is available to the client as a refund.

Payment example is an example of a Payment box that shows −10.00. Thus, ten dollars is available as a refund for the client.