Guide
- From the Calendar, select the appointment
- Go to Invoice, on the left
- Scroll to the bottom right, then click Refund
- Enter a Refund amount and Refund date
- Click Refund, then either Save or Save & Close
Notes
- If an invoice was paid via the Square integration, the Square payment will be automatically refunded
- Always make sure to refund Square integration payments though ClinicSense
- Refunding Square integration payments through Square won't reflect in ClinicSense
Video
Related
- How to individually add payments to invoices in ClinicSense
- How to send invoices and receipts from ClinicSense