How to Refund Items & Reimburse Gift Cards and Credits

NOTES:

a. If you are using practitioner commissions and Approving your Pending Commissions for Payment you will ALWAYS do a refund do not VOID invoices unless you are voiding the item straight away before approving it in the Pending Commissions.

b. Refunds for products will add the item back into Inventory if you are using the Track Inventory feature.

c. Moneris, you will refund the item on the Moneris system and create a separate refund in Juvonno using the refund method below.

Refunds and Inventory Return 

Invoices that are paid in full requiring a refund

1. Select the Quick Invoice option from any of the locations mentioned above on the system. For example, go to the "Billing" tab and select the "Quick Invoice" button located on the top right corner of the page.

2. You are recreating the invoice you are refunding. All the fields should match the invoice identically.

3. In the Product & Services section, in the Qty Column enter a minus sign - before the item and click anywhere outside that box.  The system will automatically change the dollar amount to a negative.

4. Open the Patient Profile. Go to the History, Invoices tab.

You will see an invoice for the amount that was paid in full and an invoice for the amount fully refunded.

Invoice with a partial payment requiring a Refund

Open the patient profile, History tab, Invoice tab.

Click the icon to the left of the item and select to "Pay Invoice".

Beside the amount enter a minus sign.

Ensure the date, Type of Payment and Amount is correct before completing the transaction.

How to reimburse a Gift Card

There are 2 places you can reimburse a Gift Card.

1. From the Patient Profile
2. From the Gift Card section

From the Patient Profile

1. Go to Patients Profile>History>Credits tab.

2. Click the blue icon to the left of the Gift Card you want to reimburse and select reimburse from the options.

3. Select the type of payment you are reimbursing.

4. The gift card total will show a $0.00 balance.

From the Gift Card Section

1. From the Gift Card section. Go to Home>$Accounting>Gift Cards.

2. Do a search for the Gift Card. Click the blue icon to the left of the item and select Reimburse.

How to reimburse a Credit

Go to Accounting, Credits.

Do a search for the Credit.

Click the icon to the left of the item you want to reimburse and select "Reimburse".

How to Void a Credit

Go to Accounting, Credits.

Do a search for the Credit.

Click the icon to the left of the item you want to reimburse and select "void"