How to Refund a Payment

Chris Sztuka

April 07, 2022 18:34
Updated

Process payment refunds that are referenced in the patient's profile and their invoice.

Overview

Where is it?
Additional Notes

Where is it?

Start by navigating to Accounting > Invoice Search from the sidebar menu.

Locate the invoice that needs to have its payment refunded

Select the menu and choose View Payments

Select the menu next to the payment and choose Refund Payment *

Enter the amount being refunded and which payment method will be used

* Note:
If you do not see an option to Refund, you may not have the credentials to process refunds. This is controlled by the User Type permission 'Refund Payments'.

Additional Notes

1) Refunds will display on the payments section of the invoice template

2) Day End and Payment reports will reference the refund with a negative amount

3) Refunds are accepted by either the original payment method or by cheque

4) Payment Refunds do not affect commissions

5) Refunds involving payment gateway's such as Moneris and Stripe, you will need to refund the item on the Moneris and Stripe system, also a separate refund in Juvonno.

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