Issue a Refund

Issue client refunds directly from the Billing section.

Sophia avatar
Written by Sophia
Updated over a week ago

Even though we hope you won't need this functionality too much, Digitail provides an easy way to issue a client refund.

Simply go to the Billing β†’ Payment section and click on the Refund Payment icon from the Actions column.

You can edit the amount that you want to refund (you can refund less than the amount paid, but not more) as well as the date when the refund was issued (this is important for correctly tracking your financial reports).

After confirming the refund, you'll see it displayed next to the payments. By clicking on the refund amount ($32.00 in this case) you can check all the refunds that were issued for this payment and their dates.

All the refunds are also tracked and displayed on the Payments page.

And also on the Sales page, under each invoice.

πŸ“Œ The refunds will have the initial payment method automatically selected (so if you charged via card, the refund will automatically be marked as 'card').

πŸ“Œ If the initial payment was done at the terminal after you issue the refund in Digitail, the client needs to tap the card on the terminal and the money will be refunded automatically.

πŸ“Œ The refunds issued on online payments via Vetpay will happen automatically.

πŸ“Œ For all the other payment types, you still need to manually transfer/refund the money to the client.

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