Guest Invoice - Refund

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. 

Instructions

The practice must have the setting for payment by line item set to either None or Optional. Verify the practice setting and update if needed.

1. Access Admin > General > Practice Preferences > Additional Preferences > Accounting > Payment by line item.
   1. Update setting to None or Optional, if needed.
   2. Click 'Save.'
2. Access Accounting > Invoices.
3. Select Guest in the Payer Type field and input any additional search criteria.
4. Click 'Search.' 
5. Single click to open the invoice.
6. Ensure the invoice is in Pending.
7. Click the remove icon for the line item(s) to create a negative balance.
8. Click 'Authorized.'
9. Click 'Receive Payment.'
10. In the Receive Payment(s) modal, input a negative payment amount.
11. Select a Payment Method from the dropdown menu that matches how the refund will be issued.
12. Click 'Apply Payments.'
13. Issue the refund outside of RevolutionEHR via the selected refund method in step #10.