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When should I create a refund?
If your client has paid more than they owe you and you have posted the full amount in Pet Sitter Plus but you want to return the surplus money to the client, rather than keeping it as a credit on their account, then you should create a refund.
You charge $20 per day for daycare and this is payable in advance
You have invoiced your client $100 for 5 days of daycare
Your client has paid this $100 into your bank account and you have posted this receipt in Pet Sitter Plus
Your client has then cancelled one of the days and you have voided your invoice, cancelled the job on the service order and sent another invoice for $80
An unallocated amount of $20 is then present on the client's account.
You have transferred the additional $20 back to the client's bank account
In order to reflect this repayment, you should post a refund of $20 in Pet Sitter Plus.
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How to add a refund to your client's record.
If a refund was created in error, you may need to delete it.
You may need to trace previous refunds on your client's account to check if the refund amounts are correct.