When running and operating your clinic using Noterro, you may need to refund a deposit when a Patient cancels their appointment ahead of time without breaching the cancellation policy. Here are the steps to process that refund using Square or Bambora.
Refund In Square
- Log in to your Square Account.
- Select the payment you want to refund.
- Select Issue Refund.
- If it's a Debit transaction done on the Square Terminal, you will be prompted to Insert the Debit card.
Refund In Bambora
- Retrieve the Bambora Transaction ID (example, 1000026) from your Noterro Invoice. When you log into your Bambora account, you will need this number to issue a refund.
- Log in to your Bambora account.
- Under the Reports Analysis heading, select Transaction Search.
- Enter the Bambora Transaction ID you retrieved from your Noterro account.
- Click Search at the bottom of the page.
- Click on the Transaction ID.
- Click Return Transaction.
- Click Process.
Important Note: It’s a good idea to add a note to your invoice so you remember the reason for the refund. For example, if the refunded payment is due to a legitimate or early appointment cancellation and may not actually go against your clinic’s cancellation policy.
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