How do I refund a patient?
A 'Process Refund' button is located in the patient account page under the payment dropdown. This is only visible if you have an integrated payment terminal configured (if not, you will need to follow the manual steps).
The "Process Refund" button accepts only positive values
e.g. I want to refund $20 so I enter $20 to generate a -$20 payment on the patient's account
Refunds can be processed manually or electronically for a credit card, debit card or EFTPOS.
A Notes field has been added for practices to enter a reason for the refund
This note will only appear for internal users and won't be visible to patients, You can hover over the pin to see the note
