- On the left side of the Demographics screen, click Material Orders.
- On the Orders tab, click Credit.
- The Customer Credits window lists the patient’s credits.
- Click Refund Customer Credit.
- In the dialog box that opens, click Refund to confirm the refund.
- Click Edit to record the refund payment type and amount.
- Click Save.
The receipt for the credit refund opens in a new window.
- Click Print to print the receipt.