Process a Refund from the Calendar Appointment

Overview

This article explains how to process a refund directly from a client’s calendar appointment in ICANotes+.

You can use this feature whether the payment was processed through credit card integration or recorded manually.

Follow these steps to issue a refund:

Step 1: Open the Appointment

1. Navigate to the Calendar.
2. Locate and click the client’s appointment.
   
3. In the Session Details window, click the Refund Payment button.
   

Step 2: Confirm Refund Details

1. Review the original payment details in the Refund Payment window.
2. Enter the Reason for Refund.
3. Click Refund Payment to proceed.
   

Step 3: Verify Refund Status

1. A confirmation message will indicate that the refund is in progress.
2. Click the notification bell to view updates once the refund is posted.
   

Step 4: Review in Account Payments/Adjustements

1. Open the notification.
2. Navigate to the client’s Account Payments/Adjustments.
3. Verify that the client balance reflects the refunded amount

Additional Information

• If using credit card processing, you can check the transaction status (voided or refunded) in the Nexio Dashboard.
• For partial refunds, use the Account Payments/Adjustments section in the client chart instead.

FAQs 

You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.

Click here for quick access to the FAQs.

Need Help?

For further assistance, contact:
📞 Phone: 443-203-5857
📱 Text: 866-301-0085
📧 Email: ticket@icanotes.com
💬 Chat: https://app.icanotes.com

Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.

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