Partial Refund on Surcharge - PlanetDDS Pau

Launch Date: November 5, 2026 

Overview

Planet DDS Pay now supports issuing partial refunds on surcharged credit card transactions entirely within Denticon. Office managers and billing staff can process a partial refund without leaving Denticon — no Stripe portal access required, and no manual math. The system automatically calculates the proportional surcharge refund and posts two accurate ledger adjustments for the transaction.

Why it matters:

• Previously, refunding a surcharged transaction required manually calculating the proportional surcharge adjustment
• Staff needed separate access to the Stripe portal to process certain refund scenarios
• Manual calculations introduced risk of ledger inaccuracies
• This update keeps the entire refund process — and the math — inside Denticon

What's Included

• Partial refund processing for surcharged credit card transactions, fully within Denticon
• Automatic proportional surcharge calculation — the system determines the correct surcharge refund amount based on the partial refund issued
• Two accurate ledger adjustments posted automatically — one for the refunded payment amount and one for the proportional surcharge adjustment
• No Stripe portal access required — the entire workflow is handled in Denticon

How It Works

Step 1: Locate the Surcharged Transaction

Open the patient's ledger and locate the original surcharged credit card transaction that needs a partial refund.

Step 2: Initiate the Partial Refund

Select the option to issue a partial refund on the transaction and enter the refund amount.

Step 3: Let the System Calculate the Surcharge Adjustment

Denticon automatically calculates the proportional surcharge refund based on the partial refund amount — no manual calculation needed.

Step 4: Review the Ledger Adjustments

Two ledger adjustments are posted automatically: one for the refunded payment and one for the corresponding surcharge adjustment.

Step 5: Confirm Completion

The refund is processed and reflected in the patient's ledger, with no need to access Stripe separately.

Value for Your Practice

Who Should Care About This

• Office managers and billing staff processing refunds on surcharged credit card payments
• Practices using Planet DDS Pay with surcharge programs enabled
• Staff who previously needed Stripe portal access to handle certain refund scenarios

Article Version 1.0 2026.10.05