Every refund traceable
Linked to the payment it reverses.
Manage your money
Refunds & Credits in AstrooGrid records money returned to a client and credit a client holds for a future consultation. Each one is linked to the original payment, so balances and revenue stay accurate.
Who it’s for: Practices that take advance payments or occasionally cancel or reschedule paid consultations.
Adjustments
The problem
When a paid consultation is cancelled, the money goes back, or is kept for next time, and that decision is usually made in a chat and then forgotten.
Months later nobody is sure whether the client was refunded, still has credit, or owes nothing at all.
Key benefits
Linked to the payment it reverses.
A client’s credit is visible when they book again.
Refunds are reflected in your figures, not hidden in notes.
How it works
On the client’s record.
Return the money, or keep it as credit.
Apply it to the client’s next consultation.
Feature details
Money returned, linked to the original payment.
A balance held for a future consultation.
Credits shown on the client’s record.
Every change kept, never overwritten.
Why it matters
Handling money fairly when plans change builds trust. A clear record means you can answer any client question about their balance with confidence.
Related features
FAQ
A refund returns money to the client. A credit keeps it with your practice for the client’s next consultation.
Yes. Each refund is recorded against the payment it reverses.
Yes. Credit held by a client can be applied to a future consultation.
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