Void an unsettled deposit
Open the invoice that has the unsettled deposit.
Select the deposit's 3-dot menu.
Select Void.
Confirm the void.
This works whether your practice uses Gravity, Adyen, or no payment processor (including cash transactions)—as long as the deposit hasn't settled yet.
Note: A deposit that has already settled with the payment processor cannot be voided this way; contact support for those cases. |
Confirm a refund from the invoice menu
Refunds initiated from the invoice's 3-dot menu on a Gravity payment show a confirmation modal before the refund processes, followed by a status pop-up confirming the result.
Open the invoice with the Gravity payment you want to refund.
Select the 3-dot menu → Refund.
Review the confirmation window and approve the refund.
A pop-up will appear to confirm that the refund is processing.
Frequently asked questions
Does this change apply to settled payments?
No, this only applies to deposits that have not yet settled with the payment processor.
Submit feedback
Feel free to give us feedback on deposits and refunds by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email [email protected].