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Fully Refund and Void an Invoice
Fully Refund and Void an Invoice

This article goes over all of the steps on how to fully refund and void a patient invoice.

Axsona Stadnyck avatar
Written by Axsona Stadnyck
Updated over a week ago

  1. Navigate to the patient's profile

  2. Click on the 'Invoices' tab and click on the invoice for which you would like to process a refund

  3. Click 'Process Refund'

  4. To fully refund the invoice, double-check that 'Full refund' is selected ('Full refund' is set as the default)

  5. Add a memo, if desired

  6. Click the orange 'Process Refund' button at the bottom to process the full refund

  7. Now a new window will pop up, confirming that a full refund to the original payment source has been successful.

  8. From here you can select either the red 'Void' button to void/cancel the invoice. Or you can select the green 'Process New Payment' button to process the invoice on a different payment 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

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.

Why is my refund still showing that a balance is due on the voided invoice?

Once you have voided the invoice the entire invoice document is no longer valid. Voided invoices can not have payments applied, and do not show in the patient's balance. Additionally, this will not affect your financials.

You can see examples below of where the invoice has been voided and refunded:

PDF of Invoice:

Invoice in the Hint App:

You'll also see a $0 balance in your patient's chart under their Patient Summary Tab:

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