Refund a payment

Record refunds from the original booking so the payment history and invoice balance stay accurate.

Record the refund

1. Open the booking — find the appointment containing the payment you need to refund.
2. Find the payment — in Financials, open Payment History.
3. Choose Refund — use the Refund action on the payment row.
4. Enter the refund details
   • Amount — full or partial. Refunds to client balance use the full remaining amount.
   • Method — Cash, Bank Transfer, Card or Other.
   • Received at — the refund date and time. It defaults to now.
   • Reference — optional, for anything useful to keep with the refund.
5. Save — Barkway records the refund and recalculates the invoice balance.

Refund to client balance

You can return the money as client balance instead of paying it back outside Barkway. This:

• records a refund against the invoice;
• credits the client's balance; and
• refunds the full remaining amount of that payment.

What changes after you save

• The refund appears in Payment History.
• The remaining balance updates immediately.
• A Paid invoice can move back to Partial or Unpaid depending on the amount refunded.

Useful details

• Use the refund method that matches how you are actually returning the money.
• Use Reference for context such as Cancelled - refunded by bank transfer.
• Deposits are refunded from the same Payment History area.