This guide will take you through how to do a refund (money) for a patient who has paid in the past and has since been cashed up.
Once you have found the patient receipt you want to perform the refund on, please follow the steps below:
- Double click on one of the items on the receipt
- You will then get the window shown below. Click on Credit
- In the next window choose whether you are doing a full credit or a partial credit, either using the monetary amount or using a percentage. In this example we are going to do the full out of the item (£45 or 100%). Press confirm once you have made the apropriate choices.
- Once you have clicked on confirm on the credit screen, FLEX will then instantly send you into the refund window in order to refund the £45 to the patient. Make sure that you enter the correct amount and choose the appropriate payment method you are refunding to. Click add refund, then click on confirm to finish.
(All buttons have been highlighted in red boxes below)
In this example, we are refunding £45 and the payment method is Credit/Debit Card
- Click confirm again and the receipt should look like this
You may notice that there are asterisks next to the credit and refunds, this is because it has not been cashed up on FLEX yet.