I use Payment>Other> -amount, patient, type = refund and memo for most refunds. Make sure to type the number in as a negative dollar amount to zero out. You can do a -payment under credit to make it show in the credit card payment on your daily report if you prefer. It seems to depend on how you keep your books.
Don't let what you can't do keep you from doing what you can do!
i just reverse process for original payment by using (-) instead and writing a comment if I feel one is needed. usually it is self explanatory.
Example:pt return. return items. go to new invoice showing return and - amount due. go to make a payment and follow the same method you would if you were making a regular payment just use -$$. It will even out in the little box showing balance due so you know if you did it right or not.
Insurance is the only tricky one since you have to just adjust it out on BOTH original and returned (if any were involved).
Tip: be careful of any discounts added to an order. Once you edit or void ANY linked item involved in the discount, the entire discount gets voided out. Sometimes you just need PART of the discount adjusted so make sure you do that BEFORE any refund is applied or you will be giving pt too much money back.
I am saying this to help any newbies... It has caught some folks here more than once!
The note about email me direct if you have a issue needing a quick fix or a work around until resolved still stands. I love this software and stayed at my former employer longer than I would have if it wasn't for the software and help I could provide to Feel free to contact me directly if you have any questions you think i might be able to answer.