Process a Refund
From Patient Chart > Billing, you can refund a line item on a due or paid invoice to add a credit to the client’s account and return units to your inventory stock counts.
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Unless your Vetspire account is integrated with a payment processor, the processes outlined in this article only record the refund in the client’s account in Vetspire.
Because Vetspire does not store client credit card or banking information, the Vetspire system cannot send money back to clients for refunds.
Credit Order Item
Open the client’s invoice.
Select the ellipsis for the line item, then select Credit Order Item.
In the Credit Order Item window, set Return to stock? to Yes or No:
Select Yes when the refunded item is being returned to your physical inventory, such as unopened non-prescription dental chews.
Select No for products and services that are not returned to inventory, such as prescriptions or nail trim services.
Select Mark as Credited.
The Account Credit is recorded in the Payments Towards this Invoice log.
Record Refund in Vetspire
In the Payments Towards this Invoice section, select Issue Refund.
In the Refund Credit window, select the payment you want to refund ('Step 1').
Under ‘Step 2: Confirm Refund', enter the Amount to Refund.
Select Record Refund!
You can only refund to the original payment method.
How do I issue a partial refund for a single line item with a quantity greater than one (1)?
Let’s say a client purchased five cans of cat food but wants to return two.
Follow all steps in the Credit Order Item procedure above. You will return the entire line item and its full quantity.
(Optional) If your Vetspire account is not integrated with a payment processor, follow all steps in the Record Refund in Vetspire procedure as well.
Create a new invoice in Patient Chart > Billing.
Search for and order the same item that the client is keeping a partial quantity of.
Enter the number of units that the owner keeps in the Quantity field. (In our example, this would be a total of 3 cans of cat food.)
Finalize the invoice.