Refund examples
Each type of refund that you can do in ezyVet has a recommended method. For example, it is necessary to use a credit note product for a refund if you do not want your inventory to change.
This table gives examples of when a refund is applicable and tells you how to do the refund:
| Example | Method | Documentation |
|---|---|---|
| A client gives an item back to you. You want to put the item back in your inventory. |
Note: If necessary, change the Quantity value of the line item in the credit note to the applicable quantity for the refund. For example, if a client buys 20 bags of dog food and gives back 10 bags, you must set the Quantity value to −10
| Do a full refund of a client payment |
| A client gives an item back to you. You do not want to put the item back in your inventory. |
| |
| A client pays a deposit for a service. The invoice for the service is less than the deposit. The client wants to do a refund for the remaining deposit quantity. |
| Refund a client account credit |
| A client bought many items. The client wants to give one item back to you. |
| Refund a part of a client payment |
| You want to refund a client for an item or a procedure in their clinical record (for example, an ear clean procedure). And you want to remove the entry from the patient's clinical record. |
Important: If you used more than one billing trigger to add items to an invoice, only remove the record entry for the item that you want to refund. If you remove the full record, ezyVet removes all items from the source invoice. For more information, refer to steps 9 thru 11 in Refund an item and remove its record entry (clinical record method).
| Refund an item and remove its record entry (direct method)
Refund an item and remove its record entry (clinical record method) |