Processing Refunds

If the patient needs to be refunded then this can be marked in EXACT. Refunds can be done from the Patient Transactions screen.

Click on Refund to begin the Refund Wizard

There is a number of different types of refunds including:

Credit Note - Insert a credit note to use against existing or future work.

Refund Unused Deposit - Refund an advanced payment previously added

Refund money paid for work done - Refund both the payment and the invoice. The balance will remain the same.

Correct a receipt - Fix a mistaken entry so the correct amount is entered.

Choose the option you need and click Next.

For Credit note enter the credit note amount and the reason. EXACT will show what outstanding invoices there are and allow to select what invoices it will be attached to.

For Refund Unused Deposit you will enter the refund amount, the reason and the method of refund. You will also be able to choose the receipt it is referring to.

For Refund money paid for work done enter the refund amount and reason and choose an invoice for this to be allocated against.

Once you have chosen the invoice and amount choose Next.

Choose the receipt you are refunding and the method of refund.

For Correct a Receipt choose the receipt you wish to change and the amount it should be and EXACT will then take off the correct amount for you.

Whichever method you choose, follow the prompts and click Finish, The transactions screen will now display the refunds