Issuing a refund or discount is a breeze with our updated patient payments offering. Please follow the steps below:
Note: If you are using Square to process payments, please see our article on issuing refunds through Square here.
1. Please navigate to Billing > Patient Payments and click on the green + Add button:
1. 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. Credit must be positive, while a refund must be negative.
You'll notice under the Type field, the refund will appear.
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.
