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Working with Refunds and Returns (Integrated Payments)
Working with Refunds and Returns (Integrated Payments)
Angel Horowitz avatar
Written by Angel Horowitz
Updated over 7 months ago

Payments

Any payment made through Integrated Payments can be refunded directly to the card used in the transaction. Refunds processed through this manner are full refunds, and cannot be partially refunded.
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In order to refund a payment made through Integrated Payments, first, locate the payment by navigating to the applicable client profile, invoice, or billing module. Once you've located the payment in question, look for DaySmart Vet's signature edit gear at the far right side of the payment. Clicking on the gear, you should see the option "Refund to Card".
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Clicking the option "Refund to Card" will fully refund the payment to the card that was charged, and the invoice that it was associated with will be reopened. Any credits associated with this payment will also be deleted.

Returns

To create a return:

  1. Click on Billing at the top of the page

  2. Click on the "Returns" tab, and select "New Return"

  3. Fill in the form that appears with appropriate client and other info, and click "Save"

  4. Click on the "Items" tab, and select "New Item"

  5. Fill in the form that appears, and click "Save + Done" (or "Save + Add New" to add another item)

  6. Click on "Post Return" in the blue navigation bar to post the return

  7. Fill in the form that appears, selecting "Issue: Refund". The refund will be processed according to the original payment method.

  8. If the original payment method was by credit card processed through a terminal device, the client will need to be present in clinic with their credit card in order for the return and refund to be completed, as it will need to be processed through the terminal.

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

Credits

Credits, once created, cannot be refunded to Integrated Payment payment types from within DaySmart Vet. In order to refund credits using Integrated Payments, the credit must be refunded in DaySmart Vet as type "Terminal" and the card owner must be present with card in hand in order to complete the transaction.
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To convert a credit to a refund:

  1. Navigate to the applicable credit (i.e, the Billing dashboard or the client's profile)

  2. Click on the gear icon for that credit and select "convert to refund"

  3. Complete the form that appears and click "save"

  4. The client will be prompted to enter their card into the terminal - insert card

  5. DaySmart Vet will process the refund back to card

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