Using Dentrix Pay, you can return money to a patient's card using one of the following methods:
· Void
· Refund
Voiding a payment removes it from the batch of transactions that process with financial institutions nightly. You can only void credit card payments the same day that they occur before your merchant account batch closes. Merchant account batches close at 10:00 PM local time to your practice. Voiding a payment is the fastest way to return money to a cardholder.
Important: You must void payments from the same PINpad that you used to process the original payment, and you must void the full amount of the original payment. If you split the original payment by provider or patient, the full amount is refunded, not the individual split payment.
To void a credit card payment
1. In the Ledger, double-click the credit card payment that you want to void.
The View or Change Credit Card Payment dialog box appears.
2. Click Void.
The Void Credit Card Payment dialog box appears.
3. Select the adjustment type that you want to use to post the offsetting adjustments once the payment is voided.
4. Click Process Card.
The Dentrix Pay Void dialog box appears.
Note: After the transaction is approved, and if you split the original payment for the transaction by provider or family member, offsetting adjustments are posted for this payment and any others linked to it.