Introduction:
From time to time, you may need to refund a credit card transaction that was processed through PlanetDDS Pay. PlanetDDS Pay does not allow partial refunds. The refund must be processed for the full amount of the original payment. If the refund requires a different amount, the full payment must be refunded first, and then a new charge can be processed for the correct amount.
The guide below will walk you through the steps of refunding a transaction.
Process description:
Users will need to go to the Transaction Entry screen and select a refund adjustment.
Step-by-step instructions:
- Go to Transactions>Transaction Entry, or click the "Payments/Adjustments" button on the patient ledger.
- Select the "Adjustments" tab.
- Select the "PDDS Pay Refund" adjustment.
- Select the payment you would like to refund.
- Click Apply.
6. If approved, the adjustment will be posted to the ledger.
If your office does not have a PPDS Pay Refund adjustment, you can create one by going to Setup>Payment/Adjustment Types. The setup for this adjustment should look like this: