Refunds can be quickly processed to return invoice or deposit payments back to a payer. You can refund a payment through an offline (non-Halaxy) method or by converting the payment into a deposit.
If you want to refund a payment you received outside Halaxy (e.g. cash, EFTPOS, direct deposit), follow the steps below.
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Open the invoice.
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Under the Payments section, next to the payment you want to refund, click the
bin icon.
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In the pop-up, select one of the options.
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Delete payment: This deletes the payment entirely, with no record of it.
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Refund payment: This refunds the payment and records it in the invoice. Select the refund method and the full or partial refund amount.
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Click Save.
The refund appears as a negative line in the invoice.
If you want to refund a deposit paid by a patient to your practice, follow the steps below.
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Open the patient profile.
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In the top right, under the Appointments Overview section, next to Fee Balance, click the
pencil icon.
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In the pop-up, next to the deposit you want to refund, click the
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If the deposit payment was made outside Halaxy or by a voucher, select from these options.
The deposit is refunded to the patient, with the refund transaction recorded in the patient's fee balance.
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