You are able to issue a refund that leaves the patient with a credit in their account that can be used for future purchases.

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To do this:

  • Right-click on each charge that should be credited (for example, because the item was returned) and select "Mark as Refunded/ Voided". You will need to provide a reason, then select Void Charge. The voided charge will appear struck through in the patient's billing history, and the payment that was previously applied to that charge will be available as a credit in the patient's account.
  • Note: if you are also putting a returned item back in your inventory, you will want to select the option to restock the item to inventory:

Related keywords: store credit, credit for returned item supplement inventory