This guide outlines the step-by-step process for issuing a refund to a patient using our billing system.
Step 1: Locate the Invoice
Begin by identifying the invoice from which you wish to initiate the refund. You can find this invoice in one of two places:
Billing Module: Locate the
Billingmodule on the left menu.Patient Billing Section: Access the Patient's profile, and locate the invoice under the
Patient Billingsection.
Step 2: Initiate Refund
Once the invoice is located, follow these steps:
Click on the three dots menu located to the right of the invoice.
Select the option labeled
Issue Refund.
Step 3: Fill Out Refund Details
You will now enter the refund workflow, where you need to complete the mandatory fields marked by an asterisk (*).
Date of Refund: This will default to today's date but can be adjusted if necessary.
Refund Amount: Specify the amount you wish to refund.
Reason for Refund: Clearly state the reason for issuing the refund.
Method of Payment: Choose the desired method for issuing the refund. You may also opt to issue the refund as a credit on the patient's account for future use. Selecting this option will automatically change the method to
Patient Credit.
🛑 NOTE: Something important to keep in mind is that if you are refunding a credit/debit card payment, you will need to initiate the refund through the payment processor portal (such as
Tilled); the refund process within Suno is for record-keeping only and does not initiate the actual refund itself. You can learn more about how to refund directly within Tilled here.
Step 4: Additional Options
For comprehensive record keeping, you can:
Select the specific sale item from the invoice being refunded.
Choose the specific payment from which the refund will be deducted.
Provide a description of the refund for future reference.
Step 5: Save and Confirm
After filling in all required information:
Click on the
Save Refundbutton to finalize the refund process.
Step 6: Verify Refund
You will return to the billing screen. To confirm the refund:
Open the relevant invoice.
Navigate to the
Refundstab to view the recorded refund.
For additional assistance or queries, please do not hesitate to reach out to our support team for further guidance. We are here to help!