Refunds

IF A PAYMENT PROCESSOR IS NOT INTEGRATED WITH VETSPIRE, THIS PROCESS WILL NOT REFUND THE CLIENT.

THE REFUND MUST BE MANUALLY RETURNED TO THE CLIENT.

From the Patient screen, open the Billing tab and select to open the invoice that contains the line item for refund.
For the desired line item, click the ellipses to the far right.
Select Credit Order Item to apply credits to the account for the price of the whole line item, no partial credit
A Credited label will show under the Total Price column, and a Remaining Credit on Account will appear in the totals.
To refund the amount rather than leaving it as a credit on the client account, select Refund below the invoice.
On the next screen, select the original form of payment. Match the date, time, and amount of the payment method used.
Enter the Amount to Refund. Only refund up to the original payment amount and add any Notes necessary for tracking.
Select Record Refund! and confirm the refund with the pop-up.

The invoice will now reflect the refund.

Select Mark as Credited to show the line item as credited and place the credit on the account for use on another invoice or refund.

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Items Not Rendered will only show if no payment is applied to an invoice.

If an invoice is finalized with no payment received, click the three dots at the end of a line item to mark the item as not rendered.

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Select Mark as Not Rendered to mark the line item as Not Rendered this will NOT place a credit on the account. The provider associated with the line item will be removed.

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