Void/Refund a Payment

Location: Patient Payments

If a payment needs to be reversed it can either be voided or refunded. If the payment is reversed on the same day (before 2am Eastern Time), it will be voided (the person's credit card will not be charged). If the reversal is done later, a refund will be issued (the person will see both a charge and a refund on their credit card). The system automatically determines which action to take.

Full or partial refunds are permitted on transactions without sales tax. Only full refunds are permitted on transactions that include sales tax.

To void/refund a payment:

1.Click MENU > Patient Payments.

2.Enter patient name in Search box.

3.Select patient from list.

4.Click View Transaction History.

5.Click the VOID/REFUND button by payment to be reversed.

6.Enter a Reason.

7.To confirm, click Yes or No.

A notification is sent to the Inbox when a refund is issued.