Voiding credit card payments with surcharges

You can return funds to a cardholder's account for an in-office credit card payment that was posted using Dentrix Ascend Pay. If you need to reverse a credit card payment before 10 PM on the day that it was processed, you void the credit card payment. When you void a payment with a surcharge, the surcharge is voided in full as well.

Notes:

• To reverse a credit card payment with a surcharge after 10 PM on the day that it was processed or on any subsequent day, you refund it.

• This topic covers voiding a credit card payment with a surcharge. For steps on voiding a credit card payment without a surcharge, see the topic about voiding credit card payments.

To void a credit card payment with a surcharge

1. Do one of the following:

   • Edit a previously posted credit card payment from a patient's Ledger page. Do the following:

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        

     2. Do one of the following:

        • If the patient's Overview page is not already open, on the Patient menu, under General, select Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

          

        • On the Patient menu, under Financial, select Ledger.

        The patient's Ledger page opens.

     3. Click (or tap) a credit card payment that has an associated surcharge.

        

   • While you are entering a credit card payment, after you have clicked (or tapped) Process Card, if you or the cardholder has completed interacting with the payment device, and you need to void the transaction, wait until the credit card is done being processed.

     

     

   The Edit Payment dialog box appears. The look depends on whether you are editing or posting a payment.

   When editing a payment

   

   When posting a payment (immediately after the credit card is processed successfully)

   

2. Unallocate the payment from all procedures by deleting all Applied amounts. (Amount applied should be 0.00.)

   Important: If you do not unallocate the payment before you void it, you will not be able to apply another payment to the procedures that the voided payment is applied to.

   Note: You cannot void a surcharge by itself.

3. Click (or tap) Void.

   A confirmation message appears.

4. Click (or tap) Void.

   When the payment is voided successfully, an offsetting charge adjustment is posted to the patient's ledger, and the Edit Charge Adjustment dialog box appears.

   

   Note: The adjustment Type is Credit Card Void.

5. Select the correct Provider, and add Tags and Notes as needed.

6. To print a void receipt, click (or tap) Print Receipt.

7. Click (or tap) Save & Close.