Refund Management For Invoices

Refund Management For Invoices

You have a couple of different options when it comes to refunding. Be sure to thoroughly read each section to ensure that you are choosing the most appropriate refund option. 

Refund Full Amount Back To The Original Payment Method

Go to the Patients Profile, More Info, Payment History, Choose the Invoice, and Click Refund at the Bottom. Once you have selected issue refund, choose full refund, and the reason for the refund, and choose source and issue refund. 

Partial Refund Back To The Original Payment Method

Go to the Patients Profile, More Info, Payment History, Choose the Invoice, and Click Issue Refund at the Bottom. Once you have selected issue refund, choose partial refund, then select the card that was used for the purchase, choose the reason for the refund, and where it says "refund CC" enter in the amount that you want to refund. Choose source and hit issue refund. 



Refund to Wallet

Go to the Patients Profile, More Info, Payment History, Choose the Invoice, and Click Refund at the Bottom. Once you have selected issue refund, choose refund, and the reason for the refund, and choose patient wallet and issue refund. The money will be sent to the patients wallet as a dollar credit. 

Void

Voiding an invoice will simply delete all the sales data from your account. A refund WILL NOT be initiated. Keep in mind voided invoices, will not show up on your excel sales export, so if you try to reconcile things can get a bit difficult if you are trying to make up processing fees for example or payouts to your bank account. 

Void and Refund

When you void and refund, you can choose the refund method, the funds will be returned to the patient within 5-10 business days. Then, the sales data is also removed from your account. A use case here, maybe you did a test transaction, and you want to refund your card, and then remove the sales data from your account, so that you can start fresh when you start seeing patients. 

Void and Refund to the Wallet

When you void and refund, you can choose the refund method, the funds will be returned to the patient's wallet at that time. Then, the sales data is also removed from your account.