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Refunds & account credit
Refunds & account credit

Learn how to refund a patient, manage prepaid funds, and more.

Emily avatar
By Emily1 author10 articles

Getting started with refunds


Recording refunds: an overview
Recording a refund: giving money back to the patient
Recording partial refunds
Undo a refund
Viewing refunds in reports

Account credit and prepayments


Recording a refund: turn what was paid into account credit
Understanding "opening balances"
Set up prepay patients and account credit
Pay an invoice with account credit

Troubleshooting account credit


My patient has a mystery credit that shouldn't be there. Help!
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