How can I add a refund transaction to my patient's/client's transaction history for bookkeeping purposes?

See below to learn how to add a refund transaction to a patient's/client's transaction history for bookkeeping purposes:

Note: This will not refund funds to a patient's/client's credit card. Please see this article to issue a refund for a credit card charge.

1. Access the patient's/client's chart, and click on "Billing"> "All Transactions."

2. Click on "Add a Transaction".

3. Click on the "Entry Type" drop-down menu, and select "Payment."

4. Enter a negative amount that corresponds with the amount you wish to refund, add any comments needed and click "Add transaction."

If you wish to refund a credit card transaction manually for whatever reason, select "Miscellaneous payment" from the "Payment" dropdown menu.

5. The transaction should appear the same as shown below.

That's it! If you have any questions, please contact us.