Being able to record a refunded transaction in coreplus or raising an account credit for a client.

Refunding a payment

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

2. Click on the $ button.

3. Once the Receive Payment window appears, select Raise Credit/Refund button, and ensure Refund 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 refunded 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 refund.

Raising a Credit

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.

How to use a raised credit on an account

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.

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