Home
Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
Banking and EFTPOS
EFTPOS
Process electronic payments automatically or manually.
Integrated EFTPOS - Processing Refunds
Refund an Allocated, Banked Invoiced
This refund process is used when the invoice and receipt has been allocated, and the receipt has been banked.

Finance
Manage accounts, fees, claiming, billing and banking in Bluechip.
- Account Management
  In Bluechip, the term Account refers to a record of accounting transactions.
- Fee and Service Item Management
- Billing and Online Claiming
- Receipts
- Banking and EFTPOS
  - Banking with Bluechip
    The Banking module displays a list of all bank accounts in your Bluechip database into which receipts are entered.
  - Carrying Cash or Cheques Forward
  - End-of-Day Process
    Medicare Australia electronic claims should be transmitted and checked daily to ensure that payments are processed promptly for reconciliation.
  - Making a Cash Drawing
  - Prepayments and Overpayments
  - Transferring Money Between Bank Accounts
  - What are Bank Transfers?
  - EFTPOS
    Process electronic payments automatically or manually.
    - Using EFTPOS
    - Integrated EFTPOS - About and Usage
    - Tyro Configuration in Bluechip 4.0.0 and Later
    - Tyro Configuration in Bluechip 3.19 and Earlier
    - Integrated EFTPOS - Processing Receipts
    - Integrated EFTPOS - Processing Refunds
      - Refunding a Prepayment/Overpayment
      - Refund an Allocated, Banked Invoiced
        This refund process is used when the invoice and receipt has been allocated, and the receipt has been banked.
      - Refund a Banked Prepayment Receipt
        This refund process is used when a banked prepayment amount is on file and the amount is to be refunded to the Patient.
      - Credit Payment Refunds
    - Allocating Payments to Multiple Accounts
    - Viewing and Adding a Bank Account Transfer
  - Fund Identification
- Refunds
- VMoney
  Manage VMoney payments from NSW Health.

Refund an Allocated, Banked Invoiced

This refund process is used when the invoice and receipt has been allocated, and the receipt has been banked.

About this task

The refund will generate a reverse transaction on file and allows the Practice to record the refund payment details to the patient.

Procedure

Open the Patient's Record.
From the Margin Menu, select Accounts. The list of accounts is displayed.
Select the account that requires the refund and click Open existing account. The Account window appears.
From the Patient Details > screen, access the required Account, and search for the required transactions.
Becaue the receipt has been banked, refund from the Receipts tab. On the Receipt tab click Refund Allocation Payment.
In the Receipt Refund window, enter the Reason for Refund, to allocate the Total Refund amount, and indicate the Refund Method (how the Practice is paying the refund).

Note:
Ensure you enter an explanation in all text fields as this provides full details for audit purposes.
Click OK.

Results

View the refund on the Refund History tab. Show Audit Trail is set automatically to display all details of the refund.

Because the refund is issued after a receipt has been banked, there is no change to the Invoice and Receipt tabs.

What to do next

The refund also generates to the Banking > Refunds tab: in the Practice Explorer , select the appropriate Practitioner and click the Refunds tab in the left margin. This does not affect today's unsettled banking.