Refunding a billable extra

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In scenarios where a billable extra needs to be refunded, either due to an error or at the request of a resident, you can process a refund for any billable extra that has been associated with a financial document and has the status Complete.

Refunding a billable extra

To refund a billable extra:

1. Navigate to the Resident Profile.

2. Go to the Billing tab.

3. Select the Billable Extras tab.

4. Locate the billable extra you wish to refund.

5. Click the three-dot menu and select Refund.

6. Confirm the refund by clicking “Yes, proceed.”

What happens next?

• A new billable extra will be created with the same details as the original, but the amount will be shown as a negative value to reflect the refund.

• This negative-value billable extra will be available for association with a future invoice or credit note.

• The original billable extras’ status will update from Complete to Refunded.