Using Worldpay Devices to Process Price Adjustments

When you perform price adjustments on orders, you can refund the amount paid to the customer or issue a credit to apply to a new order. This section explains how to process price adjustments and use the Worldpay devices to refund payments for orders made using a single credit card or multiple credit cards.

Topics include the following:

  1. Verify that the device is ready.
  2. From the Patient Orders window in AcuityLogic POS, select Adjust from the Actions drop-down list.

    The Confirm Payment Adjustment window opens.

  3. Enter the amount in the Adjustment amount field.
  4. From the Select a Reason drop-down list, select a price adjustment reason and click Adjust.

  5. In the Confirm Payment Adjustment window, click Refund to refund the payment adjustment amount to the patient's credit card.

    AcuityLogic directs you to the payment refund window.

    If you click Credit, AcuityLogic issues a customer credit for the payment amount and returns you to the Patient Orders window. The AcuityLogic price adjustment report opens in a new browser window.
  6. 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.
  7. In the Refund Payment window, click OK to confirm the refund amount and to close the window.
  8. In the Payment Refund section, click Save.
  9. In the confirmation message indicating the transaction is complete, click Close.
    You do not have to enter the credit card if the original payment transaction is available in the system. If you are refunding a payment that is not available in the system or from a previous credit card payment processing system, the device will prompt you to enter the credit card.

    The AcuityLogic price adjustment report and a credit card receipt open in new browser windows.

    If the credit card receipt does not open, you may need to update your browser's popup window settings.
  10. To print the price adjustment report or the receipt, click the Print button in the browser windows.

    If you need to print the price adjustment report after the transaction has ended, click the Transactions tab and click the Print icon for the return.

When you refund payments made using multiple credit cards, AcuityLogic places the funds into customer credit to protect against failures. When you click Continue with Refund in the following procedure, AcuityLogic returns the order and creates the customer credit. To help you complete the refund more quickly, AcuityLogic then directs you to the customer credit payment refund window.

  1. Verify that the device is ready.

  2. From the Patient Orders window in AcuityLogic POS, select Adjust from the Actions drop-down list.

    The Confirm Payment Adjustment window opens.

  3. Enter the amount in the Adjustment amount field.

  4. From the Select a Reason drop-down list, select a price adjustment reason and click Adjust.

  5. In the Confirm Payment Adjustment window, click Continue with Refund to refund the payment adjustment amount to the patient's credit card.

    AcuityLogic issues a customer credit for the payment and directs you to the payment refund window. This window displays all outstanding credits for the customer.

    If you click Credit, AcuityLogic issues a customer credit for the payment amount and returns you to the Patient Orders window. The AcuityLogic price adjustment report opens in a new browser window.
  6. 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.
    • After processing the refund for the first credit card payment, the payment refund window remains open so you can process refunds for additional credit card payments.
    • If an additional payment type other than credit card (cash, check, etc.) was used to pay part of the invoice amount, you need to indicate how that amount should be refunded.
    • The Payment Refund section includes the patient's transactions that are eligible for a refund and may include payments from other orders.
  7. In the Refund Payment window, click OK to confirm the refund amount and to close the window.
  8. In the confirmation message indicating the transaction is complete, click Close.
    You do not have to enter the credit card if the original payment transaction is available in the system. If you are refunding a payment that is not available in the system or from a previous credit card payment processing system, the device will prompt you to enter the credit card.

    AcuityLogic reduces the customer credit balance by the amount refunded.

    The AcuityLogic price adjustment report and a credit card receipt open in new browser windows.

    If the credit card receipt does not open, you may need to update your browser's popup window settings.
  9. To print the price adjustment report or the receipt, click the Print button in the browser windows.

    If you need to print the price adjustment report after the transaction has ended, click the Transactions tab and click the Print icon for the return.

  10. Repeat steps 6–9 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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