Introduction

Depending on your card payment terminal integration and setup, it may be possible to refund with card payment terminals. However, sometimes refunding is not possible, and you need another payment type for refunds. With card payment terminal integrations, you cannot use the card payment type on credit notes, but need to set up another payment type in Provet Cloud settings.

For refunding payments using Nordhealth Pay, see Payments and Refunds. 

For refunding payments using the Gravity Payments integration, see see Refunding Payments.

For more information about the different credit note options available in Provet Cloud, see Overview of Credit Notes.

Refunding an Entire Invoice

If your card terminal does not allow payment refunds (reversals), create a credit note following the process for full refunds and use some other payment method to refund the sum to the customer (e.g. a bank transfer).

If your terminal integration allows card payment refunds (reversals), create a credit note following the process for full refunds and add some payment method on the credit note. Then complete the payment reversal from the original invoice page. After the reversal, the option Pay with credit note appears next to the payment button. Select the option to mark the invoice and credit note as paid.

Refunding a Part of an Invoice

Most card terminal integrations only allow full refunds and you may have to use another payment method for partial refunds. Create a credit note following the process for partial refunds and select another payment method.

Crediting and Invoicing Again

The Credit and invoice again option is available with integrated card payments only if prepayments are also enabled. The card payment credit is then automatically transferred to prepayments. The initial card payment can be reversed from the original invoice page if the integration allows it.

Cancelling and Correcting Payments

The Correct payment methods option is not available is not available for integrated card payments in the credit note dialogue. If payment cancellations are enabled in your department settings and the terminal integration allows it, cancel and correct payments using the options on the original invoice.

See Also

Using Client Prepayments

Payments and Refunds (Nordhealth Pay)

Refunding Payments (Gravity Payments)