How do I issue refunds in Support at Home?

When you are delivering goods to a client, occasionally the product needs to be returned. I.e. assistive technology, alarms etc.

Currently you cannot create adjustments for Support at Home. But you need to be transparent for the client and your own records.

Here is the best method we currently have.

1. Go to [Client Dashboard]

2. Create new invoice [Invoicing] > [Create Invoice]

3. Make sure you do the following

   1. Select the correct kind of purchase you are refunding.

   2. Set recorded amount to be negative (i.e. -500)

   3. Ensure your notes state is is a refund along with the refund date.

      

4. Once completed, the amount will be added back into the SAH budget.

In the blow example, we record the “refund purchase” as a Home Support Item under the ON budget.

This will be reflected correctly in the statement as follows;

And the amount is added back into the budget: