Refund to a patient's account
Move money from a paid invoice to the patient's balance rather than back to their card.
Table of Contents
Refunding to the account keeps the money with you, for later treatments.
Open the invoice from the patient's Financials tab.
Open Options and choose Refund.
Choose the items or amount.
Choose the account as the refund method.
Add a reason and confirm.
The balance rises on the Account ledger. Card refunds work the same way, returning money to the card.
Up next
Next, read Create a payment link and QR code.