Overview
Payments can't be moved directly between different accounts, they need to be refunded or deleted first and then re-added onto the desired account.
This article goes over the steps needed to accomplish this for non-Tyro Health EFTPOS payments. Please follow this article for how to refund a Tyro Health EFTPOS payment without sending the money back to the patient, then come back to this article for steps on re-creating the payment
Note: To avoid issues with reconciliation we strongly suggest that you make a note of the payments details (payment method, amount, date etc.) as they will be needed to recreate the payment.
1) Refund Payment
The first step is to refund the original payment.
Step 1:
Navigate to the Patient's File and select Invoices on the left.
Step 2:
Select the Payments tab.
Step 3:
Check the box for the payment you want to refund and then click on the Refund button.
Step 4:
In the window that opens, enter the full amount amount of the payment into the refund box.
Step 5:
Enter a reason into the Reason for Refund box.
Step 6:
Select a Refund method. If unsure, select Cash.
Note: This won't refund any money to the patient and is only for record keeping within PracSuite.
Step 7:
Click Next to move on to the Summary window. To finalise, click on Confirm.
2) Re-create the Payment
Now that the payment has been refunded, it's time to re-create the payment on the second account.
Step 1:
Navigate to the destination Patient's File and select Accounts on the left.
Step 2:
Select the Account to add the Payment to.
Step 3:
Click on the Payment button.
Step 4:
Enter the Payment amount into the appropriate payment field.
Step 5:
Edit the payment details to match the original payment.
Step 6:
If there are outstanding Items, the payment will be automatically allocated to them. If you don't want this, i.e. you want to add a credit to the patient's file, you'll want to change the Allocation column to Unallocated.
Step 7:
Click Save to finalise the payment.
