Process a Refund from the Calendar Appointment

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 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 

Where can I check the status of a refund?
After you click Refund Payment, a confirmation message indicates that the refund is in progress. Click the notification bell to view updates once the refund is posted.

Where can I verify that the refund has been applied?
Open the client's Account Payments/Adjustments section and verify that the client balance reflects the refunded amount.

Where can I check the status of a credit card refund?
If you are using credit card processing, you can check whether the transaction was voided or refunded in the Nexio Dashboard.

How do I process a partial refund?
For partial refunds, use the Account Payments/Adjustments section in the client's chart instead.


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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