Office Therapy - How to Do A Simple Refund on an OverpaymentAA-00366How to Do A Simple Refund on a Client Over-paymentIn this case, the client has made a payment in excess of the amount charged resulting in an unallocated amount. You have entered a client with a standard charge of, say $120. The client does not have insurance and is responsible for the full amount. After clicking OK, you will be prompted to create a credit or change what you have entered. Click Yes to create a $30 credit. The client balance will now show a $30 credit balance. You can use this credit or amount in escrow toward the next visit (say, if the client comes in for a second visit and pays $90, you can use the $30 credit to complete the payment in full. To do a refund, open the ledger and select Refund. This demonstrates a simple refund. See other articles for refund procedures for more complicates use cases. |