English Español Français
Contact us
Log in so our support team can better assist you
Log in to connect I need help logging in

  1. vcita Help center
  2. vcita Help and FAQs
  3. Payments
  1. vcita Help center
  2. vcita Help and FAQs
  3. Payments

In this article

How to Issue Refunds

Refunding your client from your vcita dashboard is easy.
Navigate to Payments > Payments Received or locate the payment you want to refund in the Payments tab of the client's client card. Select the payment you want to refund and click on the Refund button.
  • If the payment method is Paid (Online) like the example below, it was processed through your payment gateway connected to vcita
  • If not, then it was recorded manually
mceclip0.png
Note: The workflow will depend on the payment gateway that you have configured in your vcita settings.

Stripe

If your payment gateway is configured to use Stripe, refunds that are completed from within vCita will record the refund in vCita and Stripe will automatically refund the funds to the client.

Square

If your payment gateway is configured to use Square, refunds that are completed from within vCita will record the refund in vCita and Square will automatically refund the funds to the client.

PayPal

If your payment gateway is configured to use PayPal, refunds that are completed from within vCita will only record the refund in vcita, but this will not trigger PayPal to issue a refund and no currency will be exchanged. To return the actual funds to the client, you will need to issue the refund from your PayPal account. Click here to learn more about issuing refunds from your PayPal account.

Please note: You can only refund full amounts through vcita. If you need to issue a partial refund, do it through your payment gateway by logging into Stripe, Square or Paypal.

Related articles

Comments

4 comments

Sort by Date Votes
  • Kilah

    If issuing a refund via Paypal, how do I record the refund in Vcita?

    0
    Comment actions Permalink
  • Kiran S.

    Hi Kilah! Simply navigate to the payment in your vcita account and hit 'Refund'. This will mark the payment refunded without triggering an actual refund if the amount was paid via PayPal.

    0
    Comment actions Permalink
  • Sam Jamieson

    How do you complete a part refund?

     

    0
    Comment actions Permalink
  • Kiran S.

    Hi Sam! At this time, partial refunds are not possible through vcita. You can log into your connected payment gateway (Stripe, Square or PayPal) and issue a partial refund from there. 

    0
    Comment actions Permalink

Please sign in to leave a comment.

Related articles