📝 Overview

This article covers how to process refunds, returns, and credit conversions for payments made through integrated and non-integrated payment methods. It includes guidance on full payment refunds, item returns, and converting credits back to card.

💳 Payments — Refunding an Integrated Payment

Any payment made through Integrated Payments can be refunded directly to the card used in the original transaction.

⚠️ Integrated payment refunds (CardConnect and Stripe) are full refunds only. Partial refunds are only available as part of a return.

To refund an integrated payment:

Navigate to the applicable client profile, invoice, or Billing module and locate the payment
Click the edit gear icon at the far right of the payment row
Select Refund to Card

⚠️ Selecting Refund to Card will fully refund the payment to the original card, reopen the associated invoice, and delete any credits tied to that payment.

⛔️ Non-integrated payments cannot be refunded from within the software. Those refunds must be processed outside of the system.

Blind Refunds

Blind refunds are available for non-integrated payments only and require a terminal with a card-present transaction.

🔄 Returns

Only items from paid invoices can be included in a return. If the item you need to return is on an unpaid invoice, navigate to that invoice and remove the item directly.

To create a return:

Click Billing at the top of the page
Click the Returns tab, then select New Return
Complete the form with the appropriate client and transaction details, then click Save
Click the Items tab, then select New Item
Complete the item form, then click Save + Done (or Save + Add New to add another item)
Click Post Return in the header
In the form that appears, select Issue: Refund. The refund will be processed according to the original payment method.

💡 Click the button below to learn more about how to process returns in DaySmart Vet.

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💡 If the original payment was made by credit card through a terminal device, the system retains the card information, and the refund can be sent back to the original card without the card being present.

💰 Credits

Credits cannot be refunded to an Integrated Payment method directly from within the software. To refund a credit via Integrated Payments, the refund must be processed as type Terminal, and the cardholder must be present with card in hand.

💡 Credits can be refunded directly to a card if the original payment was processed through an integrated method.

To convert a credit to a refund:

Navigate to the applicable credit via the Billing dashboard or the client's profile
Click the gear icon for that credit and select Convert to Refund
Complete the form and click Save
The client will be prompted to insert their card into the terminal
The system will process the refund back to the card

❓ Frequently Asked Questions (FAQs)

Find answers to common questions or additional details that may not be covered in the main instructions.