How do I manually refund a transaction in Payconex?
Here's how you can manually refund a transaction in Payconex.
- From your Payconex dashboard, go to "reports," and click on "Transaction Search."
- Enter your search criteria, like the last four digits of the credit card or patient name, in the search bar, and click on "Search."
- Click on the "X" icon next to the transaction you want to refund.
- Click on "Refund Transaction."
- For a partial refund, change the amount to what you want to refund, and click on "Refund Transaction."
Note: Refunds that are processed through Payconex will not auto-update the patients'/clients' transaction list on Luminello. This must be done manually with the steps outlined here.
If you have any questions, please contact us.