Using TMS Devices to Refund Customer Credit
When you return or void an order or perform a price adjustment, you can refund the patient immediately or issue a customer credit. If you issue a customer credit and the patient does not want to apply it to a new order, you can refund the customer credit to the patient. This section explains how to use the Ingenico iCT220 Terminal to refund customer credit for orders made using a single credit card or multiple credit cards.
Topics include the following:
- Verify that the Ingenico iCT220 Terminal is ready.
- From the Patient Orders window in AcuityLogic POS, click Customer Credit.
The patient’s transaction history displays.
- Click Refund Customer Credit.
- In the Confirm Refund window, click Refund.
- In the Payment Refund section, click Edit for the credit card payment.The last four digits of the credit card is displayed to help you identify the correct payment.
- In the Refund Payment window, click OK to confirm the refund amount and to close the window.
- In the Payment Refund section, click Save.
- Click OK on the dialog window that opens in AcuityLogic.
- Follow the prompts on the Ingenico iCT220 Terminal to refund the customer credit.
- Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if needed.
The AcuityLogic credit refund report opens in a new browser window.
If you need to print the credit refund report after the transaction has ended, click the Transactions tab and click the Print icon for the refund.
- Verify that the Ingenico iCT220 Terminal is ready.
- From the Patient Orders window in AcuityLogic POS, click Customer Credit.
The patient’s transaction history displays.
- Click Refund Customer Credit.
- In the Confirm Refund window, click Refund.
- In the Payment Refund section, click Refund for the first credit card payment.
- The last four digits of the credit card is displayed to help you identify the correct payment.
- The Payment Refund section includes the patient's transactions that are eligible for a refund and may include payments from other orders.
- In the Refund Payment window, click OK to confirm the refund amount and to close the window.
- In the Payment Refund section, click Save.
- Click OK on the dialog window that opens in AcuityLogic.
- Follow the prompts on the Ingenico iCT220 Terminal to refund the customer credit.
- Follow the prompts on the Ingenico iCT220 Terminal to print a receipt, if needed.
The AcuityLogic credit refund report opens in a new browser window.
If you need to print the credit refund report after the transaction has ended, click the Transactions tab and click the Print icon for the refund.
- Repeat steps 5–10 for each credit card payment.
AcuityLogic returns you to the Patient Orders window after the total customer credit amount is refunded.