Refund a payment
Return money to a patient and keep a clean record.
Open the invoice from the Invoices tab on Money, or from the Financials tab on the patient card. Click Options, then Refund.
Complete the refund
Check the Refund date.
Choose a percentage, or enter the amount for each item.
Under Refund to, pick where the money goes. You can split it across more than one method by entering an amount for each.
Add a Refund note. A reason is required.
Click Refund.
You cannot refund more than what remains on the invoice.
Where it shows
The patient's Statements tab on Financials shows the refund in the running balance, and Refunds appear as their own line on the End of Day report.
If your accounting integration is switched on, you need a credit note instead. Clicking Refund opens the credit note window for you.
Up next
Next, read Void or credit an invoice.