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Issue a Refund and Return the Item to Inventory
Issue a Refund and Return the Item to Inventory

Refund a charge item and return the charge item back to inventory.

CC Canepa avatar
Written by CC Canepa
Updated over a week ago

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 on the orange 'Process Refund' button in the upper-right corner of the invoice

  5. Select 'Partial Refund' in the upper-right corner of the revision window

  6. 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.

  7. To partially refund a charge and return a certain quantity of the item to inventory, change the quantity of the item.

  8. Make sure the box next to 'Return to Inventory' is checked

  9. Add a memo, if desired

  10. 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.

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