What is a Goodwill Refund?
Goodwill refunds create a negative line item in your records and don't impact the client's credit balance. Goodwill refunds can be used to refund a portion of a client's bill, such as services or items that don't necessarily require a return.
Creating a Goodwill Refund
To issue a goodwill refund to a client:
Navigate to the Client Profile
(Clients/Patients > Search for client > Select client)On the Financial tab, scroll down to the 'Payments' section
Find the payment you want to refund
Click the three dots on the right side of the payment under 'Actions'
Select 'Goodwill Refund'
This will open a modal. From here, you'll need to:
Input the amount you want to refund the client
Give a reason for the refund
Confirm the refund by clicking the 'Issue a Refund' button
This will open a New Invoice and you can process the Refund as normal
