If a payment needs to be refunded either in full or partly, follow the below steps:
- First, find the payment either by searching in the Reports > Payments section, or you can open a payment from the invoice it is attached. You can search for the invoice under Invoices in the left menu, or from the patient file.
- Once you have the payment detail screen, click the ‘Delete Payment’ link at the top right. See image below.
- Once the payment is deleted, you can then create another if needed. For example, if you need to refund $20 from a payment of $100, you will need to create the $80 remainder.
- You can follow our guide for recording a payment.