In situations where an owner has already paid for an item, but that item needs to be returned after the fact, your team can follow these steps to appropriately account for not only the refund, but also the returned product.
Navigate to the patient’s invoice screen (patient does not need to be checked in)
Click +New Invoice at the top of the Invoices column
Enter the Reason for Invoice and select Provider
Add the product that is being returned with a negative quantity and negative price
Navigate to Payments and Ledgers
Issue a standard refund to the clients original form of payment. It is always best to record payment notes over-communicating the refund details
Close the invoice
The invoice balance, account balance, and account credit should be $0.00 as long as no other balance is due for other invoices.
📓 To learn more about Returns, check out our Refunds and Returns Guide!