Refunding Customer Credit
When you return an order or perform a price adjustment, AcuityLogic POS allows you to issue a refund to the patient immediately or issue a customer credit that can be applied to a new order. When you return an order from an old system, AcuityLogic automatically issues a customer credit for the return. If the patient does not want to apply their customer credit to a new order, you can refund the credit to the patient.
If your office uses TMS or Worldpay for credit card processing, see the following topics for more information:
To refund customer credit
- Open a patient profile. See Opening Patient Profiles.
- Click the Orders tab.
- Click Customer Credit.
The patient’s order history displays.
- Click Refund Customer Credit.
The Confirm Refund window opens.
- Click Refund.
The Refund Payment screen opens.
- Click Edit to open the Refund Payment window for a refund payment type.To split the refund between multiple payment types, click Edit and update the refund amount for each payment type.
- In the Refund Payment window, verify the refund using one of the following methods:
- For major credit cards refunds, enter the card number and expiration date from the original card used, verify the refund amount, and click OK.
- For other refund payment types, verify the refund amount and click OK.
- Click Save on the Payment Refund screen to issue the refund.