Applying a Refund

You may want to manage refunds to correct billing errors, address a service matter or handle cancellations. There are 3 primary ways in which you can issue a refund

Method One: From the Billing Activities page

  1. Click on the Billing Icon (Billings Activity) in the left navigation.
  2. Click on the Invoice (for example, INV-3).
  3. Click on the three dots (top right).
  4. Select the Refund Method and Amount.
  5. Click Refund.

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click on the Invoice (for example, INV-3).
  4. Click on the three dots (top right).
  5. Select the Refund Method and Amount.
  6. Click Refund.

Method Three: From an Appointment

  1. Click on an Appointment from the calendar.
  2. Click on the Invoice (for example, INV-3).
  3. Click on the three dots (top right).
  4. Select the Refund Method and Amount.
  5. Click Refund.

Discounts

Refund Credit Card Payment (Bambora)

Refund Policy

You may want to manage refunds to correct billing errors, address a service matter or handle cancellations. There are 3 primary ways in which you can issue a refund

Method One: From the Billing Activities page

  1. Click on the Billing Icon (Billings Activity) in the left navigation.
  2. Click on the Invoice (for example, INV-3).
  3. Click on the three dots (top right).
  4. Select the Refund Method and Amount.
  5. Click Refund.

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click on the Invoice (for example, INV-3).
  4. Click on the three dots (top right).
  5. Select the Refund Method and Amount.
  6. Click Refund.

Method Three: From an Appointment

  1. Click on an Appointment from the calendar.
  2. Click on the Invoice (for example, INV-3).
  3. Click on the three dots (top right).
  4. Select the Refund Method and Amount.
  5. Click Refund.

You may want to manage refunds to correct billing errors, address a service matter or handle cancellations. There are 3 primary ways in which you can issue a refund

Method One: From the Billing Activities page

  1. Click on the Billing Icon (Billings Activity) in the left navigation.
  2. Click on the Invoice (for example, INV-3).
  3. Click on the three dots (top right).
  4. Select the Refund Method and Amount.
  5. Click Refund.

Method Two: From the Clinic Patient Profile page

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click on the Invoice (for example, INV-3).
  4. Click on the three dots (top right).
  5. Select the Refund Method and Amount.
  6. Click Refund.

Method Three: From an Appointment

  1. Click on an Appointment from the calendar.
  2. Click on the Invoice (for example, INV-3).
  3. Click on the three dots (top right).
  4. Select the Refund Method and Amount.
  5. Click Refund.

Discounts

Refund Credit Card Payment (Bambora)

Refund Policy

calendar date picker

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice