There are instances when clients inadvertently overpay or underpay, necessitating corrective action. Fortunately, coreplus equips you with the tools to address these situations seamlessly. In this guide, we’ll explore the process of recording refunded transactions or raising account credits—a crucial step in maintaining accurate financial records and ensuring client satisfaction.

1. From the Dashboard, click on Clients and select your client from the Client List that you want to raise an account credit for. From the Overview of your selected Client’s file, click on Invoicing and select the Invoice Number to raise a credit.

2. Click on the $ button.

3. Once the Receive Payment window appears, select Refund from the Payment Method drop-down

4. Click Ok and then click Update Invoice

1. From the Dashboard, click on Clients and select your client from the Client List that you want to raise an account credit for. From the Overview of your selected Client’s file, click on Invoicing and select the Invoice Number to raise a credit on.

2. Click on the $ button.

3. Once the Receive Payment window appears, select Raise Credit/Refund button, and ensure Account Credit is selected from the drop-down menu next to Payment Method.

4. Enter in the payment details and press Ok.

5. When the Receive Payment window disappears, it’ll return to the Edit Advanced Invoice window of your client. Under Additional Information in the Invoice Notes text box, it is recommended to enter in the amount you raised and the date so it’ll be easier to locate in the future.

6. Once you’ve updated the Invoice Notes text box, then click on Update Invoice to save the changes.

7. In the Invoicing window under Account Statement, you’ll see the invoice and the Invoice Notes added under the Notes column and a description of the Account Credit.

1. From the Dashboard, click on Clients and select your client from the Client List that you want to check if the credit has been raised for. From the Overview of your selected Client’s file, click on Invoicing and select the Invoice Number to apply the credit onto.

2. Click on the $ button.

3. The Receive Payment box pops up and you’ll see in the top right-hand corner, an Available Credits box will appear with a tick box to use account credit and the amount.

4. Press Ok.

5. When the Receive Payment window disappears, it’ll return to the Edit Advanced Invoice window of your client. Under Billing Information, you’ll see the Service Type appointment where it’ll show you the Total ($), Paid ($), and Owing ($). In the Paid ($) section, you’ll see the credit has been applied to the invoice.

6. Once that’s completed, click on Update Invoice to save the changes.

🚀 Did you know that our add-on Pin Payments allows you to easily refund your clients?