In the event of cancelling an appointment for which a prepayment has been made, the amount will be added to a customer's balance and can be refunded. There are two ways to make a refund.


In order to refund a prepayment in the appointment book:

  1. Select the appointment for which you want to make a refund
  2. Click edit
  3. In the Prepayment field, click refund:
  4. A pop-up window with a refund form will appear. In the Prepayment refund field select the refund method:
  5. Click Save changes.


In order to refund a prepayment in the customer record:

  1. Click customers in the left sidebar
  2. Click the name of the customer that you'd like to make a refund to
  3. Click payments in the menu on the left
  4. From the list of prepayments in the Prepayments details tab, select the prepayment that you'd like to refund
  5. Click Prepeyment refund 
  6. A pop-up window with a refund form will appear. In the Prepayment refund field select the refund method:
  7. Click make a refund - you can now reimburse the amount.