Refund a payment

If a payment needs to be refunded either in full or partly, follow the below steps:

  1. 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.
  2. Once you have the payment detail screen, click the ‘Delete Payment’ link at the top right. See image below.
  3. 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.
  4. You can follow our guide for recording a payment.


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