This guide covers refunds and how to reverse a payment created using one of the manual payment methods.
Open the Invoice where the payment was taken, if you are not sure whether you have opened the correct invoice, refer to the bottom on the invoice details screen there is a Transaction History that lists all payments and adjustments so you can easily see all transactions allocated to this invoice.
Click on Payments / Claims
Click Refund
Select the Transaction you wish to refund
By default the full amount the patient paid will be populated, you can edit this value to a partial refund if required
Enter Refund Notes if required, its good practice to do this every time
Click Issue Refund
Note: Users cannot refund more than the original transaction method value, if you have already done a partial refund you will only be able to refund any remaining amount.
Example:
A patient has a transaction which is a cash payment of $500.
A staff member created a $200 refund, our staff member then decides the patient requires an additional refund against the cash transaction, but if our user tries to create another refund for $500 this would not work as the total amount would be $200 - 500 = $700 which is bigger than the original transaction.
Instead, the total refund for this transaction would be $300 which brings the total for both transactions to the original $500 cash transaction.