📝 Please note: This article is only relevant to Canadian 🇨🇦 practices
How do I refund a patient with zero account balance?
You can use an adjustment to process a refund against a patient with no available balance:
Allocating the invoices/payments
Navigate to the patient's 'Account' tab.
Find the payment associated with the invoice that you wish to refund.
Click the 'Unallocate'
icon next to the payment.Select the red 'Unallocate' button when prompted.
Adding the refund as an adjustment to your invoice
Click the blue 'Edit'
icon next to the invoice.Select your adjustment type from the drop-down at the top of the invoice, you can either:
Apply line adjustment: Allows you to adjustment a specific amount against each item.
Apply total adjustment: Enter one amount, and Dentally will split this fee proportionately amongst your invoice items.
Enter your adjustment amount.
Click 'Apply' and 'Save'.
Processing your refund
Click 'Take payment'.
Enter your refund amount into the 'To pay' field. Make sure this has a - in front so it registers as a refund!
Choose your refund method from the 'Payment method' dropdown and click 'Save'.
Re-allocating the invoice/payments
Click the 'Allocate'
icon next to your refund.Choose the original invoice from the drop-down menu and add any notes required, then click 'Save'.
Click the 'Allocate'
icon next to the original payment.Again, select the original invoice, add any notes and click 'Save'.
