Applying a Refund

There are 3 primary ways in which you can issue a refund

Method One: From the Billing Activities page

  1. Click on the Money Icon (Billings Activity) in the left navigation
  2. Click on the Invoice (for example, INV-3)
  3. Click on the three dots (top right)
  4. Select the Refund Method and Amount
  5. Click Refund

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name
  2. Click on the Billing tab
  3. Click on the Invoice (for example, INV-3)
  4. Click on the three dots (top right)
  5. Select the Refund Method and Amount
  6. Click Refund

Method Three: From an Appointment

  1. Click on an Appointment form the calendar
  2. Click on the Invoice (for example, INV-3)
  3. Click on the three dots (top right)
  4. Select the Refund Method and Amount
  5. Click Refund
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