Configuring automated and manual refunds on a service
Setting up refunds in your service
A service that accepts payments can be configured to allow refunds, both manual and automated.
- Enabling the "Allow automatic refunds on cancellation" checkbox allows refunds to be issued for your service when the appointment is cancelled by a staff member.
- Enabling the "Allow automatic refunds on patient cancellation" automates the refund process when a patient cancels the appointment.
A staff member can issue a refund for a paid service at any time.
- Click "Refund"
- Select the reason for the refund
- Click "Process Refund"