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Refund Workflow

The refund workflow is used when an invoice needs to be fully reversed and recorded in Petaladdin.

Where refunds start​

Refunds begin from the invoice details page, inside the Refund card.

How to post a refund​

  1. Open the original invoice.
  2. Confirm the invoice is not void.
  3. Go to the Refund section.
  4. Enter the refund date.
  5. Add the refund reason if needed.
  6. Select Post Full Refund.

What the refund process records​

Petaladdin creates a refund record with:

  • refund number
  • clinic
  • linked invoice
  • refund date
  • parent
  • reason
  • refunded line items
  • tax reversal summary
  • promotion reversals

Before posting a refund​

Review:

  • the original invoice items
  • payment status
  • membership or coupon discounts
  • stock-linked medicine or product lines

Important note​

Refunds affect financial reporting and promotion totals, so they should be posted carefully and only by authorized billing users.