Process Refunds

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Refunds can be processed in two scenarios, 1) Refund a Deposit (credit), 2) Refund Paid Treatment. 

NOTE: Cash refunds are not recommended. Recommended refund payment methods are EFTPOS, Direct Payment or Private Cheque. 

Refund a Deposit 

  1. Go to Patient Records > Receipts tab 

  2. Receipts menu > Select New Refund 

  3. Enter Amount > Select Payment Type (cash refunds ONLY available if unbanked cash is available)

  4. Write Notes if applicable

  5. Click OK

Refund Paid Treatment

  1. Go to Patient Records > Treatment tab

  2. Itemised Invoices menu > Select New Refund of Payments for Treatment 

    1. Highlight the items to be refunded in the background, this will increase the Amount based on what the patient paid

    2. Write Notes with regards to this refund

    3. The Amount can be decreased if the refund is less than payment 

    4. Select Payment Type (cash refunds ONLY available if unbanked cash is available)

    5. Click Print or OK

Bank Slips 

The negative amount will be shown in the next new bank deposit slip creation.

  1. Go to Location Management > Bank Slips tab

Reports 

The refund information will be found in any financial report. 

 

 

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