Applying a Partial Refund

  1. Navigate to the patient's profile

  2. Click on 'Invoices'

  3. Click on the invoice for which you would like to process a refund

  4. Click the orange button 'Revise & Refund'

  5. A window will appear where you can make revisions and process/record the refund

  6. To fully refund a charge item, check the box next to the items name in the 'Charges' section

  7. To partially refund a charge, change the quantity or price of the item

  8. Changes made in the 'Charges' section will be automatically adjusted in the 'Refunds' section

  9. Add a memo, if desired

  10. Click the blue button 'Revise & Refund' to process the refund


Fully Refund and Void an Invoice

  1. Navigate to the patient's profile

  2. Click on the 'Invoices' tab

  3. Click on the invoice for which you would like to process a refund

  4. Click the red button 'Void & Refund'

  5. Add a memo, if desired

  6. Click the blue button 'Void & Refund' to process the refund


Refund and Return an Item to Inventory

Voiding an invoice will NOT return an item to your inventory, if using inventory tracking. To return an item to inventory, follow these steps:

  1. Navigate to the patient's profile

  2. Click on 'Invoices'

  3. Click on the invoice for which you would like to process a refund

  4. Click the orange button 'Revise & Refund'

  5. Change the quantity of the item you want to refund and return to inventory

  6. Check the box next to 'Return to Inventory'

  7. Add a memo, if desired

  8. Click the blue button 'Revise & Refund' to process the refund


Refund and Process to Another Payment Source

If you would like to process a full or partial refund and process that balance on a different payment source, follow these steps:

  1. Navigate to the patient's profile

  2. Click on 'Invoices'

  3. Click on the invoice for which you would like to process a refund

  4. Scroll down to the 'Payment History' section and click 'Process Refund'

  5. Enter the amount you want to refund and click 'Process Refund'

  6. You can then process payment or record payment using a different source


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

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