Patient Payments: Manual Refunds


   Issuing a refund or discount is breeze with our new patient payments offering.  Please follow the steps below: 


Step 1: Please navigate to Billing > Patient Payments and click on the green + Add button




Step 2: a pop-up window will appear.  Please select the appointment to refund or credit, and the system will apply a negative amount.  The payment type and amount fields toggle.  A credit must be positive, while a refund must be negative: 




Note: You'll notice under the Type field, the refund will appear: 




Note: Here's an example of a credit, the positive amount populates automatically, as opposed to the automatic population of a negative amount when you issue a refund: 



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