- Go to Sell, then Gift Certificates
- Locate the gift certificate, then click View & Edit
- Scroll to the bottom of the page, looking at the lower right corner
- If the certificate has a discount, toggle it off
- Click the Refund button in the lower right, then follow the on-screen prompts
- After completing the refund, click Save & Close
Notes
- Discounts must be toggled off before refunds can be issued
- For accounting purposes, a record of all gift certificate sales will be maintained in ClinicSense
- While it's not possible to completely delete a gift certificate, fully-refunded gift certificates will be hidden
- To view fully-refunded gift certificates, select All Gift Certificates in the Show drop-down on in Gift Certificates tool
- Partially-refunded gift certificates will appear under Active Gift Certificates of Redeemed Certificates, depending on the amount remaining
Video guide
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