Applying a Refund

There are 3 primary ways in which you can issue a refund

Method One: From the Billing Activities page

  1. Click on the Money Icon (Billings Activity) in the left navigation
  2. Click on the Invoice (for example, INV-3)
  3. Click on the Black Triangle next to the Edit button
  4. Click on Refund
  5. Enter the Amount of the refund and select the Refund Method
  6. Click Refund

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name
  2. Click on the Billing tab
  3. Click on the Invoice (for example, INV-3)
  4. Click on the Black Triangle next to the Edit button
  5. Click on Refund
  6. Enter the Amount of the refund and select the Refund Method
  7. Click Refund

Method Three: From an Appointment

  1. Click on an Appointment form the calendar
  2. Click on the Invoice (for example, INV-3)
  3. Click on the Black Triangle next to the Edit button
  4. Click on Refund
  5. Enter the Amount of the refund and select the Refund Method
  6. Click Refund
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