If you are using Xero integration, refunds should be created from Xero by raising a credit note against the contact record and applying. SimpleClinic does not sync refunds to Xero.
The below method will only work if you're NOT integrated with Xero.
This method will cover how to ensure that your reports match the correct amounts.
Refund is done on the same day
Step 1: If the refund is paid on the same day as the original payment
- Open the invoice that your patient was charged on for the item/s that are being refunded.
- For each item that you want to refund -> add the item to the invoice but put -1 in Qty ordered and Qty Supplied (see below)
- Choose the correct method by which the refund was provided to make sure the reports all match the correct amounts. Ensure the amount is negative! (see below)
Refund was not on the same day
Step 2: If the refund is paid on a different day to the original payment
- Create a new invoice on the date of the refund -> add the item/s to the invoice that you are refunding for your client.
- For each item that you want to refund, add the item to the invoice but put -1 in Qty ordered and Qty Supplied.