Voiding or Refunding a Patient Payment

3 min

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