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      Refunds

      • Refund a client account credit

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Refunds

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Refund a client account credit

If a client pays a deposit that is more than the cost of treatment, the client will have credit in their account. If necessary, you can refund the client account credit.

To do the refund, do this procedure.
  1. Select Contacts.
    The Contacts tab
    ezyVet shows the contact records of your site.
  2. In the left sidebar, find and select the applicable client contact record.
    ezyVet shows settings and information of the contact record.
  3. Select New Payment.
    The New Payment button
    The Payment box that ezyVet shows automatically has the credit value of the client's account balance
  4. Select Pay.
You refunded the client's account credit.
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
  • 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
Concepts
  • Client account balances in ezyVet
  • Amount and Outstanding values in the Financial Records section
ezyVet

Last updated: February 26, 2025

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Related Articles:

  • Client account balances in ezyVet
  • Amount and Outstanding values in the Financial Records section
  • Refunds
  • About refunds in ezyVet
  • Refund examples
  • Record entries for refunded items
  • Negative values for credit notes and refunds
  • 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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