How do I process a refund via my integrated terminal?
📝 Please note: This option will only be available if you have an integrated payment terminal configured - if not, follow the steps to refund manually.
In the patient's 'Account' tab, click the dropdown next to the 'Payment' button and select 'Process refund'.
In the window that appears, fill in the details as needed.
📝 Please note: Only positive amounts can be entered in the 'To Refund' field - if you enter a negative amount, you won't be able to complete the refund until you change it.
Any notes you add will only be displayed internally, they won't be visible to the patient.
If the payment type you have selected is 'Debit card', 'Credit card' or 'Eftpos':
Click 'Process' to refund via the terminal (if prompted, follow any steps required by your terminal provider).
Alternatively, click 'Record payment' for the payment to be recorded without using the terminal.
If you have selected any other payment type, click 'Record payment'.
The refund will be processed and will show in the patient's 'Payments' tab as a negative amount.
