In this article, we'll cover how to refund payments and transfer the funds to clients' account balances.
Step 1: Navigate to the Client Card
Log in to your Pabau account using your credentials. Use the search bar at the top of the page to find the client you need to issue a refund for. Click on their name to access their client card.
Step 2: Locate the Invoice
Once on the client card, locate and select the "Financials" tab. This tab provides a detailed record of all payments made by the client.
Within the Financials tab, click on the "Invoices" sub-tab to view a list of all issued invoices. Find the invoice you wish to refund and click on its number to see the details.
Step 3: Navigate to Options
On the Edit Invoice page, hover over the "Options" button located in the top right corner. A menu will appear with various actions, including the "Refund" option.
Step 4: Refund Configuration
On the Refund page, adjust the refund date as needed. Choose whether to refund a percentage of the invoice amount or specify a custom refund amount.
Step 5: Choose a Payment Method
Select "Account" as the method for the refund. In the pop-up window, confirm the refund by clicking on "Refund Now."
Post-Refund Actions
After processing the refund, the following will occur:
- A refund entry will appear in the Financials tab.
- An account balance entry, reflecting the refunded amount, will be recorded in the Payments tab. This entry will use the payment method originally used to process the payment.
- The refunded amount will be added to the client's On Account balance.
This refunded amount can now be used for future payments within the system, just like any other account balance.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.