Voiding or Refunding a Patient Payment

you can void or refund a patient payment from both the patient’s ledger and the practice ledger in general, you would void a payment if there was a data entry error or you entered the payment into the system by mistake you would refund a payment if money was given to you and you are now being asked to return it voiding a payment navigate to patients search for and select the patient’s profile click the ledger tab select the payment in the transactions tab choose void payment note if void payment is not an option, check to make sure that the payment is not a split payment split payments can only be refunded, not voided select a void reason note this dialog reminds you that any allocation made on this payment will be removed click void refunding a payment refunding a payment is a similar process follow steps 1 4 above select refund payment enter the amount of the refund choose a refund reason and a refund method click refund note you can create void and refund reasons in billing settings