How to refund and remove gift certificates in ClinicSense

  1. Go to Sell, then Gift Certificates
  2. Locate the gift certificate, then click View & Edit
  3. Scroll to the bottom of the page, looking at the lower right corner
  4. If the certificate has a discount, toggle it off
  5. Click the Refund button in the lower right, then follow the on-screen prompts
  6. 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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