Refund & Void Options

There are three different ways that an invoice can be managed: line-item refunds/returns, payment-only refunds, and voids. Each is used for different circumstances.

• Line-item Refunds: Line-item refunds, which are done from the middle, line-item portion of the invoice, indicate that the customer will no longer owe you for the service/item. This keeps the invoice closed and removes the charges from your revenue reporting.
  
  
• Payment-Only Refunds: Payment-only refunds, which are done from the bottom payments portion of the invoice, indicate that the customer still owes the business for the services/items. It is used when the original payment was not actually collected, the customer needs to pay at a later date, they need to pay with a different method, or there is an overpayment. This refunds the money paid but not the line-item itself.
  
  
• Voids: Voids, which are performed on certain services/items from the middle, line item portion of the invoice, indicate that the charge was in error. This indicates that the customer doesn’t owe the business and closes the invoice to further action. This is useful for when the wrong pet was checked out, the reservation did not occur, or circumstances when a customer has not paid but you need to close the invoice to payment. Voiding functions to entirely remove the charge from your revenue reporting, remove reservations from the animal profile/calendar/reports, and close the invoice to any payment. You will be prompted to refund the payment if any.
  
  For more information about voids, please see our article Void Items or Invoices.

Related Resources

• Refunds and Returns Topic Outline
• Refund a Retail Item, Package, or Service How-To
• Refund an Invoice to Store Credit How-To
• Refund a Store Credit Purchase How-To
• Refund a Payment Only How-To
• Add a Refund Reason How-To
• Generate Refund Reasons Report How-To