Refund Deposits

Video Tutorial

1. Click on ' Current Patient  '
   

1. Click on ' Invoice   '

1. Go to  ' total credit  '
   

1. Click on three dotted menu and click ' Refund  '
   

1. Enter refund amount before clicking ' confirm '

• Related Articles

• Check a patient's credit and deposit

  Click on ' Current Patient ' Deposit: deposit received and pending for apply CN: credit note total amount and pending for apply Total useable credit:

• Adding a Deposit

  Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' deposits ' Under add a deposit, enter amount, remarks, select whether the deposit is refundable and save. Choose payment type and amount (if any)

• Void Refund

  Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' total credit ' Click on ' void '

• Apply credit note method two

  Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' total credit ' Click on ' Apply to invoices ' Enter apply amount and select invoice before submitting

• Add credit note through confirmed invoices

  Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' Select ' Refund Invoice ' Select refund type and refund amount View records here