Yocale allows you to process refunds either from an invoice or directly from a specific payment record.
A. Processing a Refund from an Invoice
Open the invoice you want to refund.
Note: You can access the invoice from "Clients" > "Invoices"
or find an appointment on the Calendar with a green or yellow "$" icon.
Press on the card icon to get on the invoice
On the invoice page, click Refund.
A list of all payment records linked to that invoice will appear.
Select the payments you want to refund:
All payments – Issues a full refund for the invoice.
Some payments – Refunds only the selected payments.
Confirm the refund.
Invoice Status Updates:
Refunded – If you refund all payment records, the invoice status will update to Refunded.
Partially Paid – If only part of the payments are refunded, the invoice status will update to Partially Paid, showing that some payment remains.
B. Processing a Refund from a Payment Record
You can also refund directly from an individual payment record. There are two ways to access the payment record page:
Payment's Menu – Open the Payments section from the main navigation and select the payment records.
From the payment record list, select the payment you want to refund.
Click refund to process it.
Client Profile – Go to the client’s profile, open the Invoices tab, and select the payment record from the client’s payment list.
Once you open the payment record page:
If the payment has not already been refunded, you’ll see a Refund button at the top right.
Click Refund to process it.
If the payment is linked to an invoice, the invoice status will automatically update based on proceed refund.
Important Notes
Refunds for card payments will typically appear in the client’s account within 3–5 business days.
Always double-check the payment records before confirming a refund to ensure the correct amount is returned.