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 Payer Type field and input any additional search criteria.
- Click 'Search.'
- Single click to open the invoice.
- Ensure the invoice is in Pending.
- Click the remove icon for the line item(s) to create a negative balance.
- Click 'Authorized.'
- Click 'Receive Payment.'
- In the Receive Payment(s) modal, input a negative payment amount.
- Select a Payment Method from the dropdown menu that matches how the refund will be issued.
- Click 'Apply Payments.'
- Issue the refund outside of RevolutionEHR via the selected refund method in step #10.