Patient Refunds

A refund can be used to show that money has been returned to the patient. If a payment has been entered in error or with the incorrect details, you may instead use the Reverse button to remove the payment, which can then be re-entered with corrected details as needed.

1. Navigate to Accounts > Transaction Listing.
2. Ensure the Allocations section is expanded at the bottom of the screen. This can be expanded/collapsed by clicking on the Allocations heading.
3. In the Transactions section, highlight the invoice row relevant to the refund.
4. In the Allocations section, select the payment to be refunded.
5. Select the Delete Allocation button.
6. You will receive a dialog prompt to confirm deletion of the payment allocation from the invoice; select Yes to proceed.

1. Select the Refund button.
2. Enter the Total Refund Amount.
3. Select a Reason for the refund.
4. At the bottom of the screen, highlight the payment row to be refunded.
5. Select the Allocate button.
6. Select the Save & Print button. This will open a print preview of the Refund Voucher, which can be printed or saved as needed.

For a partial refund, you should additionally allocate the remaining balance of the payment to the invoice.

1. In the Transaction Listing window, select the Allocate Payment button.
2. In the top half of the screen, highlight the remaining payment amount to be allocated.
3. In the bottom half of the screen, highlight the invoice row.
4. Select the Allocate button.
5. Select the Save & Close button.

After allocating the remaining payment to the invoice, the invoice may have an outstanding balance remaining. Depending on the reason for this refund, you may wish to use the Credit / Adj / Bad Debt button to remove any outstanding balance, or the invoice may need to be reversed in full.