Online Help

Overview

You are able to issue a refund that leaves the patient with a credit in their account that can be used for future purchases.

Related Articles

• Add and Allocate Payments and Credits
• Refund a Credit Card Payment
• Refund a Check or Cash Payment

Details

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