How to do a cash refund

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Ronda Lantz

• December 01, 2022 19:41

How do I do a cash refund? With the new program I am not able to put a negative quanitity to refund in cash. Please help

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  Deanna Ball

  • December 01, 2022 22:03

  I need to know this as well

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  Ronda Lantz

  • December 06, 2022 00:46

  Deanna,

  I typed in the help messaging system and this was the response. It worked

  Processing a vCard or insurance credit card - Refunding the client's balance

  After the vCard is processed, the payment will show as a client payment. You can record a manual refund so that the payment collected through the vCard won’t be recorded as payment coming from the client. Here’s how: 

  • Locate the payment in the client's Billing page
  • Click View

   

  • Click Refund in the Payment details page

   

  • Use the Method dropdown to select the Cash, Check, or External card option

   

  Important: Don't use the Stripe credit card option. This will issue a refund to the vCard. 

  • Enter the full Refund Amount
  • Click Refund

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