1. Go to the client's profile in Provet Cloud.
2. On the Billing tab, find the Prepayments/Deposits section (the section may have a custom name).
3. Find the prepayment you want to refund and select the small i-button at the end of the row.
4. Select Refund.
5. Select Provet Pay as the payment type.
6. Optionally, adjust the Amount.
7. Select Save. The Provet Pay dialogue opens.
8. Add the Refund reason.
9. Select Refund to complete the process.

NOTE: When selecting multiple prepayments and trying to refund them all at once, it is not possible to choose the Provet Pay method for refunds. Refund one by one as instructed here.

See Also

Add a Prepayment With Provet Pay

Updated 05 March 2024 10:38