Click on Payments & Ledger at the bottom of the Invoice.
Select present Invoice Date.
Payment type: Refund.
Method: Should match the previous Payment Method on the initial Invoice.
If your hospital is using Gravity Payments and refunding a credit card – you must have the credit card present or approval from the client to collect their credit card number over the phone.
Amount: The amount of the Refund.
Note: Overcommunicate if needed.
Click on Initiate Transaction/Record Transaction. As long as there are no other outstanding balances, patient balance should state $0.00.
