19.13.4. How to Refund a Client Credit

Refunding Client Credits

If a Client Credit has been applied to an appointment, and you now need to refund the amount, you will need to take the Client Credit back to its original form of payment before refunding.

Follow the steps below to refund a Client Credit:

1. Remove the payment from the appointment using Delete (void) Payment. (This will remove the client credit payment from the appointment, this will revert the transaction back to an unused client credit and will be logged as a Deleted Payment)
2. Revert the client credit on the original payment using the reverse arrow on the client credit line
3. Refund overpayment by selecting Action > Refund Payment

Refunding a Partial Client Credit

If you need to use portion of the Client Credit and refund the rest, you will first need to take the initial payment back to its original form, run the partial refund, then go back through converting the remainder to a client credit and re-applying it back to the appointment.

To do so, follow Steps 1-3 above, and continue with the steps below:

1. Once the Client Credit has been reverted, run a Partial Refund for the amount needing to be refunded to the client
2. Convert the remaining balance back to Client Credit by selecting Action > Repurpose Payment
3. Apply Client Credit to appointment

Unable to refund a credit card?

Read about credit card refund errors what they mean and what you should do if you get an error, (blank)HERE.