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.
   

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 to navigate to the client’s account ledger.
   
2. Alternatively, you can select Account > Unapplied Payments section.
   
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 

Need Help?