How do I refund a deposit?
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- Within the patient record, go to Accounts, then select Deposits
- Select the Deposit by checking the box, then Select Refund
- The New Refund module will open, then complete the mandatory fields. Enter the refund date, reason and amount being refunded
- Click Refund. A green notification box will pop up saying "Refund has been successfully created".
- To discard the Refund, click the 'X' in the top right corner, or click Cancel to return to the Deposits grid.
*NOTE: Only Deposits with an Available amount are able to be Refunded. Deposits with a status of Allocated or Refunded are not able to be refunded
Updated Deposits in the Deposits Grid
When a Deposit is refunded, the details will be updated in the Deposits Grid. The Refunded Column will reflect the total amount of any refunds applied to the Deposit, including multiple refunds if applicable.
If there is still a remaining Available amount of the Deposit, the status of the Deposit will update to "Partially Allocated".
If the Available amount of the Deposit has been exhausted, and the Deposit has also been allocated to a payment, the status of the Deposit will update to "Allocated".
If the Available amount of the Deposit has been exhausted, and the Deposit has not been allocated to a payment, the status of the Deposit will update to "Refunded".
The expand view of the deposit will display the payment details, including the invoice/s that the payment is allocated to.
Refunding a Payment in which a Deposit was used
If a Payment was created using a Deposit and is then Refunded, the amount of Deposit used will become available to be re-allocated again.
The Available balance will be updated to reflect the returned amount, and the status will update to reflect the current state.
The expanded view will be updated to include the adjustment number in which the payment refund was performed, alongside the relevant invoice