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Create a Goodwill Refund
Create a Goodwill Refund

Goodwill refunds differ from traditional return/refunds because they don't affect the client's credit balance. Here's how to make one.

Updated over 8 months ago

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:

  1. Navigate to the Client Profile
    ​(Clients/Patients > Search for client > Select client)

  2. On the Financial tab, scroll down to the 'Payments' section

  3. Find the payment you want to refund

  4. Click the three dots on the right side of the payment under 'Actions'

  5. Select 'Goodwill Refund'

This will open a modal. From here, you'll need to:

  1. Input the amount you want to refund the client

  2. Give a reason for the refund

  3. Confirm the refund by clicking the 'Issue a Refund' button

  4. This will open a New Invoice and you can process the Refund as normal

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