Recording a Cash or Check Refund

Modified on Fri, 23 Sep, 2022 at 9:47 AM

Cash or Check payments are refunded directly, by you to the client and require a manual Refund entry.

Refunds can be created using the following process:

You need an amount of unallocated funds equal to or greater than the refund amount.

Note: If you do not have the necessary unallocated funds, then you must first: 
Void the invoice that the receipt is allocated to.
Reduce the value of services on the order by the amount of the refund.
Re-invoice the service order which will create the required unallocated amount on your receipt.

How Do I Create a New Refund?

Navigation: Clients > Payments & Refunds > Unallocated Payments

Step 1

Click "Unallocated" from the sub-menu.
Click "Create Refund" next to the unallocated payment to refund.

Refunding a cash payment in your dog walking software

Step 2

Select the date you refunded the client, by giving them a check, cash, or a refund in PayPal.
Enter or confirm the refund amount.
Default text: Leave as "Overpayment Refunded" or write your own description.
Click "Create Refund."
The refund is on the client's "Payments" page and their "Refunds" page.

Refunding a cash payment in your dog walking software

Step 3

The refund is on the client's "Payments" page and their "Refunds" page.

Refunding a cash payment in your dog daycare software

Tip: If the refund was an error, you can click on the refund and delete it. See Deleting a Refund.