How to create and apply a refund

How to apply a refund on a paid invoice ?

To obtain a refund on an invoice, you must first have this same invoice already paid.

Here are the steps to create a refund:

1. Open an already paid invoice
2. Click on Actions at the top right
3. Click on Refund

4. A new window will open
5. Select the item to be refunded and complete all the information on the screen

6. Click on Create a refund at the top right
   1. This will display a new button Add Refund in the right section

How do I add a new refund?

Here are the steps to apply a refund:

1. Click on Add a refund in the Refunds section

2. A new window will open

3. Fill in the information on the screen
4. Distribute payments to items (appointments or items) of the invoice
5. Click on Save Changes

If you wish to obtain all the information on your reimbursements, you can go to the Management tab of the left menu and click on the Revenue and disbursements report.

How to create a partial refund

After following these steps, it is important that

click on "Create a refund".

1. Open an already paid invoice
2. Click on Actions at the top right
3. Click on Refund
4. Click on the pencil icon in the Items to be refunded section.
5. Enter the amount you wish to reimburse the patient

6. Enter the amount you wish to reimburse the patient
7. Click on Save Changes
8. Select item
9. Click on Add refund

This will apply a partial invoice refund.