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 Billing 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 from 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