Completing a Full Refund
When completing a full refund, if any packages were purchased and sent to the wallet, they will automatically be removed from the wallet upon completing the refund.
1. Go to the Patients Profile, More Info, Payment History, Choose the Invoice, and Click Refund at the Bottom. You can also locate and manage invoices through the Sales tab on the web.
Once you have selected Issue Refund, choose Full Refund > the reason for the refund > the location of the refund (source or patient wallet), then Issue Refund again to complete the process.
Refund to Source: this will process the refund back to the original source used for the initial payment.
If a card was used at the time of payment, patients can expect the refund to show in the next 2-4 business days.
If cash was used at the time of payment, you will want to also go to your cash drawer and manually remove the amount from your virtual cash drawer to reconcile and keep numbers accurate.
Refund to Patient Wallet: this will process the invoice amount to their patient wallet as a dollar credit, which can then be managed through future invoices as needed.
Completing a Partial Refund
1. Go to the Patients Profile, More Info, Payment History, Choose the Invoice, and Click Refund at the Bottom. You can also locate and manage invoices through the Sales tab on the web.
To do a partial refund, choose partial refund, then select the credit card that was used for the purchase, choose the reason for the refund, and where it says "refund CC" enter in the amount that you want to refund. Choose source and hit issue refund.
2. Refund to Wallet: The money will be sent to the patients wallet as a dollar credit.
Void: Voiding an invoice will simply delete all the sales data from your account. A refund WILL NOT be initiated. Keep in mind: voided invoices will not show up on your excel sales export. If you try to reconcile, things can get a bit difficult (if you are trying to make up processing fees for example or payouts to your bank account.)
Void and Refund: When you void and refund, you can choose the refund method, the funds will be returned to the patient within 5-10 business days. Then, the sales data is also removed from your account. A use case here, maybe you did a test transaction, and you want to refund your card, and then remove the sales data from your account, so that you can start fresh when you start seeing patients.
Void and Refund to the Wallet: When you void and refund, you can choose the refund method, the funds will be returned to the patient's wallet at that time. Then, the sales data is also removed from your account.