After an invoice converts from open to posted status, additional transaction options become available to the user. This article explore how to return/refund a line item on a posted invoice.
Select an Invoice
In the Patients tab, look to "Invoices" toggle in the information box near the bottom of the general summary. Click the number of any existing invoice that you would like to work with:
Return and Refund Menu
Click "+ Return and refund item" to open the returns menu:
The Return & Refund menu will open from the right-hand side of your screen, with all invoice line items displayed. Select the line item that you intend to return, then select an applicable option from the drop-down "Reason" menu. When finished, click either "Save withour refund" to return the order without refunding the patient's payment, or click "Return and Refund" to return the item and
Review Refund
If "Return and Refund" is selected, the user is prompted to review refund details for all forms of payment collected for the item that is being returned. Select the amount to refund for each payment method, then click "Save":
Success!
You will receive a message confirming that the refund has successfully saved:
The invoice and patient balances will now reflect the return as part of that line item's payment histories (visible by clicking the drop-down arrow for each payment):
