Refunding an Invoice
Go to Accounting and select Invoice Search
- Locate the invoice that needs to have the payment refunded
- Click the menu icon next to the invoice
- Select Refund Invoice
- An Accounting / Quick Invoice window will open
- The Total on the invoice will be entered as a negative
- If you are refunding the invoice for a different amount, make sure to use a negative amount when you update the total
- Click Checkout
The Accounting / Receive Payment window will open
- Enter the payment method that will be used
- Click Apply Payment
| 💡Tip: 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'. |
Things to Know
- Refunds will display on the payments section of the invoice template
- Day End and Payment reports will reference the refund with a negative amount
- Only the original payment method or cheque will be available as refund options
- Invoice refunds do not affect commissions
- You will need to process the refund for the patient externally from your payment gateway's portal (e.g., Stripe, Moneris, Bambora)
- If you are doing a full refund - you will not do a reversal of a payment you will use the Quick Invoice Refund method. Create a quick invoice with a negative amount to fully refund. Also use this method for refunding when using Commissions.