Click on Payments & Ledger at the bottom of the invoice.
Select the current Invoice Date.
Payment Type: Refund
Method: Must match the original payment method used on the invoice.
Note: If your hospital uses Gravity Payments and is refunding a credit card, you must have the card present or obtain client approval to collect their card information over the phone.
Amount: Enter the refund amount.
Tip: Over-communicate with the client if necessary.
Click Initiate Transaction / Record Transaction.
Once processed, and assuming there are no other outstanding balances, the patient balance should display $0.00.
