There are 2 basic types of refunds, where you are reversing a receipt for services already rendered, (i.e. perhaps you have billed incorrectly), or you are refunding credit, (i.e. the patient is not going to have the services performed any more).

Reverse a receipt

1.  Go to Reception->Corrections and click Reverse Receipt, and type in the receipt number (otherwise known as invoice number). Alternatively use the Copies interface, highlight the receipt and click Reverse.

2.  A reverse receipt doesn’t print patient advice, it’s up to you to make the corrections and re-bill/re-receipt as appropriate.

Refund credit

1.  Go to Reception->Refund Credit. Fill in the details as necessary and click OK.

2.  (Optional) You can print refund advice for the patient if necessary.

See also: Make a correction