How to Refund a Payment Into Another Form

Refunding a payment in another form (credit card to check)

How to Refund a Payment into another form

• First, you'll want to refund the payment. You can see how to do this within our How to Void or Refund a Payment article. 
• Next, click "Partial Refund" and enter $0.00. In the notes/comments section you can write "Was refunded by check" or similar. This will put the amount into the patient credit.
• After the money is in credit, you will need to transfer that money out of the credit by selling an item from your inventory and applying the credit. Selling Products/Inventory Items Without An Appointment can walk you through this.
• We recommend creating an inventory item called "account credit fix" or "refunded by check" so you can reference this sale in the future if needed. Set Up Your Inventory can walk you through this.
• Selling an item will remove the credit from the patient's account and create a line in the Billing tab > Purchases tab.