To process a refund from the Payments section, go to the Patient File > Invoices tab.
Select Payments.
Select the payment you would like to refund.
Click Refund.
Click Refund.
Select the Refund Date and the Business this refund is associated with.
Type in the amount to refund, either the full amount or a partial amount or click the Hand Icon to refund the full amount.
Type in a Reason for Refund.
Choose how the Refund is to be given, either by Cash (from takings), Cash (other), Bank Transfer, EFTPOS, Credit Card or Tyro Health EFTPOS).
** Please note, with the Tyro Health EFTPOS Integration, Tyro will only be an option if the original payment was made via the Tyro Health EFTPOS Integration **
Click Next.
Choose how you would like PracSuite to handle the Item Code after the refund has been applied.
There are one of four options:
None - Add refund amount to item balance - this makes the refunded item code outstanding.
Discount equivalent to refund amount - this discounts the fee to $0.00.
Write-Off equivalent to refund amount - this writes off the item code.
Manual adjustment - allows you the choice to manually choose what you would like to do.
In this situation, I'm going to choose Write-Off equivalent to refund amount.
Click Next.
Check the Summary and click Confirm to complete the refund.
