At a Glance
Refund mode lets staff process a refund correctly against the original sale, updating takings, stock and the client's record so the books stay accurate. ClinicSoftware.com records each refund with its reason and links it to the transaction, keeping a clean, auditable trail.
How do refunds work in clinic software?
A refund is processed against the original sale, reversing the payment and, where relevant, returning stock. ClinicSoftware.com records it so takings and the client balance stay correct.
Why record refunds properly?
Properly recorded refunds keep your daily takings and reports accurate and give a clear audit trail of what was refunded, when and why.
Does a refund update stock and balance?
Yes. Where a product is returned, stock is restored, and the client's balance and the day's takings are adjusted, so nothing is left inconsistent.
Frequently Asked Questions
How do refunds work?
A refund is processed against the original sale, reversing payment and returning stock where relevant. ClinicSoftware.com keeps takings and balance correct.
Why record refunds properly?
To keep takings and reports accurate and provide a clear audit trail of what was refunded and why.
Does a refund update stock?
Yes. Where a product is returned, stock is restored automatically.
Is there an audit trail?
Yes. Each refund is recorded with its reason and linked to the transaction.
How It Works in ClinicSoftware
01
Open the original sale
02
Process the refund with a reason
03
Return stock where relevant
04
Takings and balance update automatically
Gestiona reembolsos directamente en ClinicSoftware sin cambiar a tu terminal de pago o máquina de tarjetas. Emite reembolsos totales o parciales al método de pago original, crea notas de crédito como alternativa o transfiere el valor al saldo de la cuenta del cliente. Cada acción se registra con la razón, el miembro del personal autorizado y la marca de tiempo.
Cómo Funciona
01
Abre la factura original desde el perfil del cliente o la lista de facturas
02
Seleccionar Reembolso y elegir entre reembolso total, monto parcial o nota de crédito
03
Ingrese el motivo del reembolso — esto es obligatorio y se registra en el historial de auditoría
04
Confirmar con PIN del gerente — el reembolso se procesa y el registro se actualiza al instante
Características Clave
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Reembolsos Totales y Parciales
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Alternativa a la Nota de Crédito
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Devolución del método original
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Registro de Razones
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Autorización del Gerente
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Traza de Auditoría Completa
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Integración de informes
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Sincronización con Xero
Consejos Profesionales
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Establecer un umbral de reembolso que requiera aprobación a nivel de director para reembolsos de alto valor
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Capacitar al personal para que siempre ofrezca un vale de crédito antes de un reembolso en efectivo: mantiene los ingresos en el negocio
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Ejecutar el informe de reembolsos mensualmente para identificar patrones de insatisfacción del cliente por servicio
