Before processing the grant credit or refund, it is helpful to determine what is generating the negative amount (i.e., credit) on the invoice.
Instructions
Additional Discount
- If the credit is being processed by Discount Items, ensure the invoice is in Pending.
- Click 'Discount Items.'
- Complete the fields within the Discount Items modal. See Example
- Click 'Save.'
- Click the ellipsis icon.
- Select Grant Credit. See Example
- Complete the fields in the Grant Credit modal.
- Click 'Save.'
Partial Return, Full Return, or Cancellation of Order
With Insurance - processed with Transfer Item method
- Ensure both the insurance invoice and the patient invoice are in Pending.
- Open the insurance invoice.
- Click on the line item being returned.
- Remove the transfer item to the patient. Note: This action returns the full balance back to the insurance invoice.
- Adjust the quantity or remove the item(s),
- Click 'Transfer Items.'
- In the Transfer Items modal, complete all required fields.
- Click 'Save.'
- Open the patient invoice.
- Click the ellipsis icon.
- Select Grant Credit. See Example
- Complete the fields in the Grant Credit modal.
- Click 'Save.'
With Insurance - was not processed with Transfer Item method
- Ensure both the insurance invoice and the patient invoice are in Pending.
- Open the insurance invoice.
- Minus the Transfer Charges.
- Open the patient invoice.
- Minus all Transfer in charges that came from the insurance invoice.
- Adjust quantity or remove only the items returned from the insurance invoice. Note: The patient invoice balance will now be negative.
- Click the ellipsis icon.
- Select Grant Credit. See Example
- Complete the fields in the Grant Credit modal.
- Click 'Save.'
No Insurance
- Open patient invoice.
- Click 'Pending.'
- Adjust quantity or remove items. Note: This action will create a negative balance (credit).
- Click the ellipsis icon.
- Select Grant Credit. See Example
- Complete the fields in the Grant Credit modal.
- Click 'Save.'