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Refund an Invoice

Praxis Valadez avatar
Written by Praxis Valadez
Updated over 2 months ago

You can refund all or part of a payment of an invoice. Generally, you'll process the invoice at check out, but you can also refund money through the account tab on the patient profile.

While the basic refund process includes a clear set of steps for standard transactions, there are also advanced troubleshooting methods available to address unique scenarios, such as missing refund options or managing account credits.

1) After accepting payment click the Refund button to open the refund dialogue.
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2) Type in the amount you want to refund, then click submit.

Refund Transactions Without a Visible Refund Option

If the refund option does not appear on the checkout screen, this may occur specifically in HICAPS transactions:

  • Use the Void or Cancel options on the transaction instead.

  • These options effectively act as a refund mechanism in such cases, voiding or cancelling the original transaction.

3) The funds have now been refunded

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