Handle refunds directly within ClinicSoftware without switching to your payment terminal or card machine. Issue full or partial refunds back to the original payment method, create credit notes as an alternative, or transfer value to the client's account balance. Every action is logged with the reason, authorising staff member, and timestamp.
How It Works
01
Open the original invoice from the client's profile or the invoices list
02
Select Refund and choose between full refund, partial amount, or credit note
03
Enter the refund reason — this is mandatory and logged to the audit trail
04
Confirm with manager PIN — the refund processes and the record updates instantly
Key Features
Full & Partial Refunds
Credit Note Alternative
Original Method Return
Reason Logging
Manager Authorisation
Full Audit Trail
Report Integration
Xero Sync
Pro Tips
Set a refund threshold that requires director-level approval for high-value refunds
Train staff to always offer a credit note before a cash refund — it keeps revenue in the business
Run the refund report monthly to identify patterns in client dissatisfaction by service