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Manage your money

Keep Refunds and Credits Clear and Traceable

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

  • Kiran P. · cancelled 12 Oct₹1,500Refund
  • Divya N. · moved to Nov₹2,500Credit
Sample data. Names and figures are for illustration.

The problem

What Refunds & Credits solves

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

How AstrooGrid helps

Every refund traceable

Linked to the payment it reverses.

Credits that do not get lost

A client’s credit is visible when they book again.

Accurate revenue

Refunds are reflected in your figures, not hidden in notes.

How it works

How Refunds & Credits works

  1. 1

    Find the payment

    On the client’s record.

  2. 2

    Refund or credit

    Return the money, or keep it as credit.

  3. 3

    Use the credit later

    Apply it to the client’s next consultation.

Feature details

What’s included

  • Refunds

    Money returned, linked to the original payment.

  • Credits

    A balance held for a future consultation.

  • Client balance

    Credits shown on the client’s record.

  • Clear history

    Every change kept, never overwritten.

Why it matters

Why it matters for your practice

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

Refunds & Credits: common questions

What is the difference between a refund and a credit?

A refund returns money to the client. A credit keeps it with your practice for the client’s next consultation.

Are refunds linked to the original payment?

Yes. Each refund is recorded against the payment it reverses.

Can a client use credit for their next booking?

Yes. Credit held by a client can be applied to a future consultation.

Ready to see it on your own practice?

We’re onboarding practices in small batches. Tell us about your practice and we’ll set up a walkthrough.

Request Early Access