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.
Before you begin
A prepayment shows as a Credit amount in account balances. The refund will generate a reverse transaction on file and allows the Practice to record the refund payment details to the Patient.
Procedure
-
From the Patient Details screen, access the required
Account, and then click into the Account
Credits tab. This will display the receipt to the top of the screen,
and the credit type details as payment to the bottom of the screen.
-
Click Allocate/Refund Credit Payment. This will display the
Allocate Credit Amount screen, verifying the payment amount
available.
- Click Refund.
-
In the Refund window:
- In the Reason field, indicate why the refund is being made.
- In the Method field, enter a description of the refund method. For refunds using EFTPOS, set EFTPOS Auto Refund.
- Click OK to issue the refund.
-
The Accounts Credit tab now displays the original receipt
and the refund just issued recalculating both the Running Balance and the Account
Balances as $0.00.
Results

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