Applying a Refund

You can issue a refund to correct billing errors, address a service matter, or handle cancellations. Here are three different ways to do so in Noterro.

Method One: From the Billing Activities page

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

Method Three: From an Appointment

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

Important Note: Once a Refund is made, the invoice will be displayed as "Unpaid." To keep the invoice for reference, you can mark it as $0. To do this, open the refunded invoice, select edit, change the service price to $0, and make a note explaining the reason for the refund in the note section.