Processing Payments

Issuing a Refund

You can issue a refund for a transaction that has already been settled.

To issue a refund:

1. In the list of patients, select a patient and click Transactions.

OR

Open a patient's record and click Transactions. The Transactions window is displayed.

2. Click Add.  The Payment window is displayed.

Note:  You cannot refund more than the dollar amount of the original payment.

3. In the Code field, type 36 and click OK. The Refund Credits window is displayed.

4. Select the credit card charge to which you want to apply a refund and click Post.  The Undo Payment window is displayed.

Note:  To refund a charge posted to a debit card, a different window is displayed, and you must select the device to which the refund is to be applied.

5. Click Submit.  The Refund Successfully Completed window is displayed.

6. Click Finished.  A message asks if you want to print a receipt.

Note:  The Print Receipt option can be disabled in the Payment Manager configurations.

7. Click Yes.  The receipt is displayed.  The receipt can be saved, printed, or emailed as a PDF file.

 

Related Topics

Using a Device

Manually Submitting a Payment

Using the Last Card Used