RevPayments - Void Payment

The following instructions are to void a payment that has been processed using RevPayments and the following criteria must be met for the functionality to be available:

• The user role of the employee must have permission to process a void. See RevPayments - Setup.

Instructions

Void Using Reader

If the void is for a debit card with a pin payment - see "Void for Debit with Pin" instructions below.

1. Access Accounting > Invoices > search for and open the invoice > Payment History.
2. Click the void icon for the payment to void.
3. In the Void Payment modal, input a reason.
4. Click 'Void.'
   • If the void is successful and the batch has NOT been settled, the user receives the following message: The payment was voided successfully. The cardholder may see a pending charge on their account, which will be removed within 1-3 business days. 
   • If the void is successful and the batch HAS been settled, the user receives the following message: The payment was voided successfully. The cardholder will see a charge posted to their account, which will be refunded in 3-5 business days.
5. Click 'OK.' Note: The option to print a credit card receipt displays after OK has been clicked.

Void Manually

If the transaction has already been voided outside of RevPayments, Void Manually allows the user to void the payment in RevolutionEHR without processing the card. To enter void information after a card has been processed, complete the following instructions:

1. Access Accounting > Invoices > search for and open the invoice > Payment History.
2. Click the void icon for the payment to void.
3. In the Void Payment modal, select the link for "Void manually."
4. Input a reason.
5. Click 'Yes.'

Void for Debit with a Pin

If the original payment is associated to a debit card AND the payment was made via a pin, it cannot be voided in RevolutionEHR or via the Open Edge Portal.

The user will receive the following message if they try to void a debit card in RevolutionEHR.

• The debit card payment cannot be voided through the payment processor integration. Voiding this payment manually will remove the payment but it will not adjust the amount charged to the debit card. The card adjustment will need to be processed as a refund from the patient's account. Would you still like to void this payment manually?
  1. Click 'No.'
  2. Follow the instructions for Refund Manually.

Refund Manually

Refund Manually allows the user to refund the payment in RevolutionEHR without processing the card. This process does not refund the cardholder's account; it only updates the Available Credit within the patient's account in RevolutionEHR. To enter refund information after a card has been processed, complete the following instructions:

1. 1. Access Patients > search for and open a patient > Account.
   2. Click 'Refund.'
   3. In the Process Refund modal, complete all required fields.
   4. Ensure the Manual button is highlighted.
   5. Click 'Apply Refund.' Note: A success message displays.
   6. Click 'OK.'

Note: If you are not refunding the full Available Credit balance, the system will decrement the balance for the Amount entered in the Process Refund modal. 

Additional Information

• Receipts can be reprinted from the Global Payments Integrated merchant portal.