Refunding Customer Credits Using Worldpay

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 credit and the patient does not want to apply it to a new order, you can refund the credit to the patient. This section explains how to use the Worldpay devices to refund customer credits for orders made using a single credit card or multiple credit cards.

Refunding Customer Credits on One Credit Card with Worldpay

  1. Verify that the device is ready.
  2. From the Eyefinity Practice Management Material Orders window, click Credit.

    The Customer Credits window lists the patient’s credits.

  3. Click Refund Customer Credit.
  4. In the Confirm Refund window, click Refund.
  5. Click Refund in the Payment Refund section for the credit card payment.

    The last four digits of the credit card are displayed to help you identify the correct payment.

  6. In the Refund Payment window, click OK to confirm the refund amount and close the window.
  7. Click Save.
  8. Click Close in the Credit Card Transaction Complete message.
    You do not have to insert or swipe 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 is from a previous credit card payment-processing system, the device prompts you to use the credit card.

    The credit refund receipt 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 receipt and credit card receipt, click the Print button in the browser windows.
    To reprint the credit refund receipt later, locate the transaction on the Transactions tab in Material Orders, and click Print. The credit card receipt also opens for printing if the transaction was completed within the past 45 days.

Refunding Customer Credits on Multiple Credit Cards with Worldpay

  1. Verify that the device is ready.
  2. From the Eyefinity Practice Management Material Orders window, click Credit.

    The Customer Credits window lists the patient’s credits.

  3. Click Refund Customer Credit.
  4. In the Confirm Refund window, click Refund.
  5. Click Refund in the Payment Refund section for the credit card payment.
    • The last four digits of the credit card are 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 close the window.
  7. Click Close in the Credit Card Transaction Complete message.
    You do not have to insert or swipe 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 is from a previous credit card payment-processing system, the device prompts you to use the credit card.

    Eyefinity Practice Management reduces the customer credit balance by the amount refunded. The credit refund receipt 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 receipt and credit card receipt, click the Print button in the browser windows.
    To reprint the credit refund receipt later, locate the transaction on the Transactions tab in Material Orders, and click Print. The credit card receipt also opens for printing if the transaction was completed within the past 45 days.
  9. Repeat steps 5–8 for each credit card payment.

    Eyefinity Practice Management returns you to the Patient Orders screen when the total customer credit amount is refunded.