You are able to issue a refund that leaves the patient with a credit in their account that can be used for future purchases.
To do this:
- Right-click on each charge that should be credited (for example, because the item was returned) and select "Mark as Refunded/ Voided". You will need to provide a reason, then select Void Charge. The voided charge will appear struck through in the patient's billing history, and the payment that was previously applied to that charge will be available as a credit in the patient's account.
- Note: if you are also putting a returned item back in your inventory, you will want to select the option to restock the item to inventory:
Related keywords: store credit, credit for returned item supplement inventory