How to do a Payment Reversal using a Refund

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

 

 

Overview

  1. Where is it?
  2. Additional Notes

 

 

 

where-sm.png Where is it?


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

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1.jpg Locate the invoice that needs to have its payment refunded

2.jpg Select the menu and choose View Payments

3.jpg Select the menu next to the payment and choose Refund Payment *

4.jpg 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.

 

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.






 

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