We need a way to easily (and accurately) apply/mark/track refunds for non-credit card payments. Creating a service type for 'refund' isn't helpful because it then shows up in payroll as a payment for the provider instead of a refund. There should be a simple button or option to refund a full or partial cash or check payment with somewhere to note when the refund was processed and how (for example if it's a check written by the office, somewhere to write a refund check number)
Being able to refund credit with options to refunding back to card, check, or cash. AND, If a client paid ahead for sessions or insurance paid, and the original amount was being used for copays or additional services, that when a refund was issued it would be the unused portion of the credit. I now have to collect on a closed client, where I was only refunding the unused portion, but it refunded the full amount that was originally processed.
