How to Void a Payment (with UnifiedPay)

A void cancels a payment before it has been fully processed by the payment processor. Because the transaction hasn't settled yet, the payment is canceled rather than refunded.

If the transaction has already settled, it can no longer be voided. Instead, you'll need to process a refund. For instructions, see How to Refund a Payment.

Important: Always process voids and refunds from the patient's Billing > Payments tab. Do not process them from Billing > Pulse > Transaction Search, as this can cause the patient's billing records and payment history to become out of sync.

How to Void a Payment

Step 1: Remove the Allocation

Go to the Billing tab of the patient file and select Payments.

Locate the payment you want to void and click it to display the allocation.
Click the white trash can icon to remove the allocation.
Click Yes to confirm.

Step 2: Void the Payment

After the allocation has been removed, the black trash can icon next to the payment will become active.
Click the black trash can icon.
Click Yes to confirm.

Step 3: Verify the Void

Return to Billing > Payments to verify the void.

- An asterisk (*) will appear next to the original transaction.
- A new line item will display the full voided amount.

Can I process a partial void?

No. A void can only be processed for the full amount of the original transaction.

Is there a processing fee for a voided transaction?

No. Transaction processing fees are not charged for a voided transaction or the original payment.

How long do I have to void a payment?

A payment can be voided until 8:05 PM Central Time on the same business day the payment was processed.

What if I can no longer void the payment?

If the transaction has already settled, you'll need to process a refund. Refunds can be processed within 180 days of the original transaction date. See How to Refund a Payment for instructions.

Need Help?

If you have any questions, please contact the UnifiedPay team at payments@unifiedpractice.com.