Using Worldpay 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 Worldpay devices to refund customer credit 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, click Customer Credit.

    The patient’s transaction history appears.

  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. 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 credit refund 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 credit refund report or the receipt, click the Print button in the browser windows.

    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 device is ready.

  2. From the Patient Orders window in AcuityLogic POS, click Customer Credit.

    The patient’s transaction history appears.

  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.
    • 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.
    • 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 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 credit refund 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.
  8. To print the credit refund report or the receipt, click the Print button in the browser windows.

    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.

  9. Repeat steps 5–8 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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