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 pin payment - see "Void for Debit with Pin" instructions below.
- Access Accounting > Invoices > search for and open the invoice > Payment History.
- Click the void icon for the payment to void.
- In the Void Payment modal, input a reason.
- Click 'Void.'
- If the void is successful and the batch has NOT been settled, the user will receive 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. See Example
- If the void is successful and the batch HAS been settled, the user will receive 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. See Example
- 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:
- Access Accounting > Invoices > search for and open the invoice > Payment History.
- Click the void icon for the payment to void.
- In the Void Payment modal, select the link for "Void manually."
- Input a reason.
- Click 'Yes.'
Void for Debit with Pin
If the original payment is associated to a debit card AND the payment was made via a pin, the user will receive the following message:
- 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 account. Would you still like to void this payment manually?
- Access Accounting > Invoices > search for and open the invoice > Payment History.
- Click the void icon for the payment to void.
- The message noted above displays, click 'Yes.' Note: See below for processing options when selecting 'No.'
- In the Void Payment modal, select the link for "Void manually."
- Input a reason.
- Click 'Yes.'
- Process Adhoc Credit for the amount of the void and complete instructions for RevPayments - Refund.
Processing options when selecting 'No' in step #4 above.
- Overpay the invoice with a different payment method. This action produces a negative balance and allows the user to Grant Credit.
- Remove all items from the invoice and apply them to a different invoice. This action produces a negative balance and allows the user to Grant Credit.
- See instructions for Revpayments - Refund.
Additional Information
- Helpful article - What is the difference between "Grant Credit" and "Adhoc Credit"?
- Receipts can be reprinted from the Global Payments Integrated merchant portal.