Search for and select the patient you wish to issue a refund for in the dashboard

Select the “Transaction ID #” that you want to refund.

Select the “Issue Refund” button in the middle of this page

Choose “Full” or “Partial” refund.

Enter a “Reason for Refund” if applicable

Select “Refund Method”. Refunds can only be issue to the card that the patient used to pay for the original transaction. If you are issuing a refund by paper check, you can record that here as well.

Click the blue “Submit Refund” button to complete the refund.