There are two ways to process a refund in PracSuite:
Processing refunds from an invoice
To process a refund on an invoice that contains payments, place the invoice into Edit mode. You will then be able to select the Refund button at the top of the Items section.
Processing refunds from the Payments section on patient and third-party payer files
To refund any payment, including unallocated payments, go to the Invoices tab of the Patient or Third-party Payer file.
Select the Payments tab
Select a single payment to refund
Select the Refund button to start the refund process
The Refund Window
Once you select the Refund button, the Refund window will appear where you can set the amount to refund, the method used, and provide a reason for the refund.
Click Next to proceed to the Item Adjustment page. On this page you'll need to decide what to do with the outstanding balance once the payment has been refunded.
Item Adjustment options:
None - Add refund amount to item balance
The invoice will become outstanding for the refunded amount
Discount equivalent to refund amount
A discount will be added to the invoice for the refunded amount
Write-Off equivalent to refund amount
A write-off will be added to the invoice for the refunded amount
Manual Adjustment
This option allow for both Discount and Write-Off amounts to be added manually
Click Next to go to the Summary page where you can review your choices and click on Confirm to finalise the refund.
