You can record a patient refund by applying a credit note on their record.
Note: To record a refund for a patient, you must have a role assigned to you that gives you editing permissions for Invoices and Patients. For more information on roles, see here.
In this article:
Requirements
Before you attempt to record a refund, the patient must first have a credit note added to their account. For information on credit notes, see here.
Recording a Refund
You can record a refund any time from the Patients page.
Note: This process is for recording a refund only, and will therefore not process any payments back to the payee. Monetary refunds must be done by Stripe or through other means outside of Semble.
1. Select the patient who you want to record a refund for.
2. Go to the Invoices tab.
3. Select the credit note that you want to use to record the refund.
4. Click the Refund button.
5. Fill out the details of the refund:
Date: Select the date that the refund was made on
Payment type: Use the dropdown menu to select how the refund was made
Amount: Type the amount that was refunded
6. Click Save.
The credit note updates. If you go back to the patient's Invoices tab, the credit note will show as having no money remaining on it.