Once a payment from the patient is successfully taken, the invoice/receipt will be kept under Payment History (web) or Past invoices (app) on the patient's profile. You can void, refund, and change the employee assigned to a product/service on an invoice. In this article, you'll find information on how to: A. Review the Payment History via Web (including voiding, refunding, and changing the employee on the invoice) B. Review the Payment History via App C. Delete a Draft Invoice via App or Web
A. Review the Payment History via Web
1. Log in to your account via the web. Click on Patients, enter in the patient's name in the search box, click on their profile, More Info, and then Payment History.
2. The next page will show you a list of the Invoices generated for the patient. You can see the invoice number, the name of the procedure the invoice is attached to, the procedure date, the total amount the patient is billed for, the payment status of the invoice, and the date the client is charged.
It will also show you the Total sale relationship amount.
Click on the Cancellation Charges tab next to Invoices to see cancellation and no show invoices.
3. To view an invoice, just click on an invoice number. This page will show you more details about the patient and the services and/or products they paid for.
At the bottom of the invoice, you can see the following tabs: Void, Payment History, Issue Refund, and More Info.
Void: Cancel an invoice and remove it from your sales reports. More information on this is provided below.
Payment History: This shows you the payment mode, the date of payment, and the payment amount of the invoice along with any associated refund.
Issue Refund: You can issue a full or partial refund to your client if the invoice has been paid. More information on this is provided below.
More Info: You can download, email, or print your invoice here.
Void a Paid Invoice via Web
4. Click on the invoice you want to void. You can either follow the steps above and find the invoice directly on the patient's profile under Payment History.
OR you can find the invoice on the Sales tab at the top by adjusting the date range or searching for the patient's name.
5. At the bottom of the page, click on Void. You'll be given three options to choose from:
- Refund Full & Void
- Void Without Refund
- Void And Send To Wallet (if the invoice has wrong information; a new invoice needs to be created with correct details from the same procedure; and you'll use the money you'll send to the wallet to pay for the new invoice)
Alert: Important note: Paid invoices can only be refunded or voided via web.
Tip: Once a paid invoice is voided, your Sales report is also updated.
6. To issue a full refund, click on Full Refund, select the payment, add the reason, choose whether to send the amount to the source or the patient's wallet, and hit Issue Refund.
7. To issue a partial refund, click on Partial Refund.
Under SELECT PAYMENT, choose the payment you want to refund and add the reason.
Under REFUND CC/CASH, add the amount you want to refund (for example, $500), not the CC info. Choose whether to send the amount to the source or the patient's wallet, and hit Issue Refund.
Alert: Important note: If you're refunding a cash payment, it won't automatically update the drawer. You'll need to hit "Cash Out" and remove from the drawer the amount that was refunded.
8. Change the Provider Assigned to an Item on an Invoice via Web
Click on the drop down arrow next to the employee's name. Then select the new employee you want to assign to the service and/or product.
B. Review the Payment History via App
Alert: Important note: Paid invoices can neither be refunded nor voided via app.
9. Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon above it. Type in the patient's name in the search box. Tap the profile, the 3 Dots in the top right, and then Past invoices.
10. The next page will show you Invoices already generated for the patient. If you tap the 3 Dots in the top right, you'll see two other options: Saved Invoices (where draft invoices can be found) and Cancellation Charges (where you'll see the patient's cancellation charges.)
11. To view an invoice, tap one on the list and then View Receipt.
To print it, hit the Printer icon in the top right.
**To email it to the patient, hit Send Receipt at the bottom and then enter in the patient's email address.
C. Delete a Draft Invoice via App or Web
Alert: Important notes: Once a draft invoice is deleted, it's not possible to restore it.
12. Log in to your account via the AR app. Tap the bubble icon in the bottom right, then the magnifying glass icon above it. Type in the patient's name in the search box. Tap the profile, the three dots in the top right, and then Past invoices.
Tap the 3 Dots in the top right and then select Saved Invoices. Look for the draft invoice you want to delete and tap on it.
13. You'll then be taken to the cart page. Swipe up the white bar at the bottom of the page. Tap on OPTIONS in the bottom left and then hit Delete Invoice.
14. To delete a draft invoice via the web, go to the sales tab at the top. Find your draft invoice and click on it. Scroll to the bottom and hit Delete Invoice.
