Navigate to Clients > Receipts & Refunds
When should I create a refund?
If your client has paid more than they owe you and you have posted the full amount in Pet Sitter Plus but you want to return the surplus money to the client, rather than keeping it as a credit on their account, then you should create a refund.
You charge $20 per day for daycare and this is payable in advance
You have invoiced your client $100 for 5 days of daycare
Your client has paid this $100 and you have posted this receipt in Pet Sitter Plus
Your client has then cancelled one of the days and you have voided your invoice, cancelled the daycare service in the service order and sent another invoice for $80
An unallocated amount of $20 is then present on the client's account.
You have given the additional $20 back to the client in the form of a check or cash, or you have initiated a refund via PayPal.
In order to reflect this repayment in Pet Sitter Plus, you should post a refund of $20 in the client's account.
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How to add a refund to your client's record.
If a refund was created in error, you may need to delete it.
You may need to trace previous refunds on your client's account to check if the refund amounts are correct.