Summary

You can manage an invoice in three ways: line-item refunds, payment-only refunds, and voids. Each one fits a different situation.

Line-Item Refunds

You do line-item refunds from the middle, line-item part of the invoice. They mean the customer no longer owes you for the service or item. The invoice stays closed, and the charges come out of your revenue reporting.

Payment-Only Refunds

You do payment-only refunds from the bottom, payments part of the invoice. They mean the customer still owes you for the services or items. Use one when:

• You never collected the original payment.
• The customer needs to pay later.
• The customer needs to pay with a different method.
• The customer overpaid.

This refunds the money paid, but not the line item.

Voids

You void certain services or items from the middle, line-item part of the invoice. A void means the charge was an error. The customer does not owe you, and the invoice closes to further action. Use a void when:

• You checked out the wrong pet.
• The reservation did not happen.
• The customer has not paid, but you need to close the invoice to payment.

A void removes the charge from your revenue reporting. It removes reservations from the animal profile, calendar, and reports. It also closes the invoice to any payment. If the invoice had a payment, Gingr asks you to refund it. For more, see Void Items or Invoices.

Related Articles

• Refunds and Returns Topic Outline
• Refund a Retail Item, Package, or Service How-To
• Refund a Payment Only How-To