Voiding an invoice will NOT return an item to your inventory, if using inventory tracking. To return an item to inventory, follow these steps:
Navigate to the patient's profile
Click on 'Invoices'
Click on the invoice for which you would like to process a refund
Click on the orange 'Process Refund' button in the upper-right corner of the invoice
Select 'Partial Refund' in the upper-right corner of the revision window
To fully refund a charge and return the item(s) to inventory, check the box next to the item's name in the 'Charges' section.
To partially refund a charge and return a certain quantity of the item to inventory, change the quantity of the item.
Make sure the box next to 'Return to Inventory' is checked
Add a memo, if desired
Click the orange 'Process Refund' button at the bottom of the revision window to process the refund and return the item(s) to inventory
How long do refunds take to process?
Credit card refunds can take up to 2 days to process
ACH or bank refunds can take up to 5 business days to process
Can I cancel a refund?
Once initiated, a refund cannot be canceled. You will need to process payment on the invoice again to recoup the funds.