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:
