Process payment refunds that are referenced in the patient's profile and their invoice.
Overview
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
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* Note: |
Additional Notes
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1) Refunds will display on the payments section of the invoice template
6) 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. |