Refunds can be created using the following process:

  • You should have an amount of unallocated funds that are equal to or greater than the amount you want to refund.

  • If you do not have an unallocated amount that is greater than or equal to the amount you want to refund, then you must first:

    • Void the invoice that the receipt is allocated to

    • Reduce the value of services on the order by the amount of the refund

    • Re-invoice the service order which will create the required unallocated amount on your receipt.

 

How do I Create a New Refund?

            ON DESKTOP:

Navigate to Clients > Receipts & Refunds > Receipts

STEP 1​​​

  • Click "Create Refund" next to the unallocated receipt you need to refund. 

STEP 2

  • Select the date you refunded the client their money, either by giving them a check or cash, or by issuing a refund in PayPal.

  • Enter or confirm the refund amount.

  • Details: The default text can be left as "Overpayment Refunded" or you can adjust it to suit your own description.

  • Click "Create Refund".

  • The refund will be shown on the client's Receipts page, and on their Refunds page. If the refund was made in error, you can click on the refund and delete it. See Deleting a Refund.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

​​

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Receipts & Refunds" then tap "Receipts".

  • You could also tap "Unallocated Receipts" to see a list on only the unallocated receipts for the client. 

STEP 3

​​

  • Tap "Create Refund" next to the unallocated receipt you need to refund. 

STEP 4

​​

  • Select the date you refunded the client their money.

  • Enter or confirm the refund amount.

  • Details: The default text can be left as "Overpayment Refunded" or you can adjust it to suit your own description.

  • Click "Create Refund".

  • The refund will be shown on the client's Receipts page, and on their Refunds page. If the refund was made in error, you can click on the refund and delete it. See Deleting a Refund.

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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CONTACT US



sales@petsitterplus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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