How to Make a Refund on an Invoice
Access the Invoice
Go to the invoice and click on the payments tab.
Select Payment to Refund
Identify the payment you want to refund and click on the refund option next to it.
Choose Refund Amount
Decide whether to refund the full amount or a partial amount.
Select Payment Method
Choose if the patient will pay with a different method or if it's a courtesy refund (they will not need to pay again).
Choose Refund Method
Decide how the patient will receive the refund (e.g., to their original payment method, or to the patient wallet).
Provide Refund Reason
Enter the reason for the refund.
Complete the Refund
Click on the refund button to process the refund.
Confirmation
Verify that the payment has been refunded and the patient has been credited accordingly.