Refunding a Partially Used or Cancelled Package or Membership

You may want to refund a partially used or canceled pass.

  1. Click on the Invoice for the Package or Membership
  2. Click on the Three Dots in the top right corner
  3. Click on Refund
  4. Select the Refund Method and enter the Refund Amount
  5. Click Refund
  6. Click on the Invoice for the Package or Membership again
  7. Click Edit
  8. Adjust the Price to balance the invoice

*If you do not adjust the price, the invoice will be Partially Paid. For example, if the package price was $1000.00 and the refund price is $300.00, the package price will need to be adjusted to $700.00 to balance the invoice so it will be marked as paid.

Adding a Package or Membership to a Patient/Client Profile

Redeem a Package or Membership

Package & Membership Online Booking Redemption

Cancelling a Package or Membership

Deleting a Package or Membership

Create an Insurance-Friendly Package

Transfer the Usage of a Package to a Family Member

Unpaid Membership Invoices Displayed on the Dashboard

Create a Package that the Patient / Client needs to make Multiple Payments

View/Print/Download/Email Package or Membership Details for a Patient

You may want to refund a partially used or canceled pass.

  1. Click on the Invoice for the Package or Membership
  2. Click on the Three Dots in the top right corner
  3. Click on Refund
  4. Select the Refund Method and enter the Refund Amount
  5. Click Refund
  6. Click on the Invoice for the Package or Membership again
  7. Click Edit
  8. Adjust the Price to balance the invoice

*If you do not adjust the price, the invoice will be Partially Paid. For example, if the package price was $1000.00 and the refund price is $300.00, the package price will need to be adjusted to $700.00 to balance the invoice so it will be marked as paid.

You may want to refund a partially used or canceled pass.

  1. Click on the Invoice for the Package or Membership
  2. Click on the Three Dots in the top right corner
  3. Click on Refund
  4. Select the Refund Method and enter the Refund Amount
  5. Click Refund
  6. Click on the Invoice for the Package or Membership again
  7. Click Edit
  8. Adjust the Price to balance the invoice

*If you do not adjust the price, the invoice will be Partially Paid. For example, if the package price was $1000.00 and the refund price is $300.00, the package price will need to be adjusted to $700.00 to balance the invoice so it will be marked as paid.

Adding a Package or Membership to a Patient/Client Profile

Redeem a Package or Membership

Package & Membership Online Booking Redemption

Cancelling a Package or Membership

Deleting a Package or Membership

Create an Insurance-Friendly Package

Transfer the Usage of a Package to a Family Member

Unpaid Membership Invoices Displayed on the Dashboard

Create a Package that the Patient / Client needs to make Multiple Payments

View/Print/Download/Email Package or Membership Details for a Patient

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice