Adding a refund to an allied health payment

Lumary AH - This article explains how to add a refund to a payment record.

Add a refund to a payment

1. Navigate to an existing payment, either by -
   • opening payment related to an invoice, or
   • opening a payment listed on a client or debtor record.
2. Once you find the payment record, click on the Payment Name text link to open it.
3. Ensure they payment has a Unallocated Funds, this is required to process a refund up to the value of the Unallocated Funds amount. You may have to delete or reduce Payment Allocation records to enable this.
4. Click the Refund Payment button on the top right of the screen.
5. Enter the following information, then click Next:
   • Refund Amount - MUST be a minus and cannot exceed the Unallocated Funds amount.
   • Refund Date - date of the refund.
   • Type - How the refund is being given.
   • Refund Reason - Add information as to why this refund is being processed.
6. A Payment record will be added of type Refund, and the Unallocated Funds reduced accordingly.