Refunding advance payments

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Should you need to refund a patient’s advance payment, begin by first opening the payment. You can access payments from the 'Payment' tab on the Accounts page.

  • Once open, click the ‘Match’ button to launch the ‘Match invoices’ dialogue.
  • To the top right you will find the ‘Refund unmatched’ option - checking this box will refund the amount remaining on this payment.

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