Introduction:
From time to time, you may need to refund a credit card transaction that was processed through PlanetDDS Pay. The guide below will walk you through the steps of refunding a transaction.
Process description:
You will need to go to the patient's ledger, select the card transaction and choose the option to refund.
Step-by-step instructions:
- Select the patient and go to their ledger.
- Select the credit card transaction you'd like to refund and chose the option to Void/Return.
- Validate the posting location and provide a reason for the refund/void/return.