How do I refund a patient?
There are several ways to process a refund in Dentally, depending on:
If the patient is in credit
If the patient is not in credit
🚨 Important: This process is useful if you don't have an integrated payment terminal. If you do, a 'Process refund' button will be visible in the payment dropdown in the account screen, and you won't need to follow the steps below.
How do I refund a patient if they are in credit?
In this scenario, we are going to look at how to refund a patient if no invoice has been raised but a payment has been taken.
Go to the patient's account screen
Simply take another payment for the minus amount
Then allocate the two payments
You can add to the notes that this is for a refund
How do I refund a patient if they are not in credit?
In the second scenario, we will be looking at how to refund when a patient is not in credit and instead needs a refund for work that has an invoice already raised.
Go to the patient's account screen
Create an invoice manually
Add a line item and name this refund
Enter in the minus amount for the total cost of the refund
Then take payment, entering in the minus amount for the refund
Add refund to the notes
This will then show against the overall practice takings.
📝 Please note - If you wish for the refund to be taken from the practitioner's income and NOT the practice, they will need to chart a refund item and charge this through instead, or you can chart this on their behalf, being sure to set the practitioner accordingly. The example below shows a refund for £300.