A guest invoice cannot be processed for a refund. However, you can process a negative payment on the invoice and provide funds via check or credit card reversal. The negative payment reduces the Receipts and Deposits reports in the amount of the negative payment.
- Access Accounting > Invoices.
- Select Guest in the Payor Type field. (Input any additional search criteria.)
- Click 'Search.'
- Open the invoice.
- Click 'Receive Payment.'
- In the Receive Payment modal, input a negative payment amount.
- Choose a payment method that matches how the refund will be issued
- Click 'Apply Payments.'
- Issue the refund via the chosen refund method (should match negative payment method), outside of RevolutionEHR.