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:

  1. Verify that the Ingenico iCT220 Terminal is ready.
  2. From the Patient Orders window in AcuityLogic POS, click Customer Credit.

    The patient’s transaction history displays.

  3. Click Refund Customer Credit.
  4. In the Confirm Refund window, click Refund.
  5. 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.
  6. In the Refund Payment window, click OK to confirm the refund amount and to close the window.
  7. In the Payment Refund section, click Save.
  8. Click OK on the dialog window that opens in AcuityLogic.
  9. Follow the prompts on the Ingenico iCT220 Terminal to refund the customer credit.
  10. 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.

  1. Verify that the Ingenico iCT220 Terminal is ready.
  2. From the Patient Orders window in AcuityLogic POS, click Customer Credit.

    The patient’s transaction history displays.

  3. Click Refund Customer Credit.
  4. In the Confirm Refund window, click Refund.
  5. 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.
  6. In the Refund Payment window, click OK to confirm the refund amount and to close the window.
  7. In the Payment Refund section, click Save.
  8. Click OK on the dialog window that opens in AcuityLogic.
  9. Follow the prompts on the Ingenico iCT220 Terminal to refund the customer credit.
  10. 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.

  11. 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.

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