YAPI Pay - Canceling Payment Requests

There may be times when you need to cancel a payment request. For example, a request was sent but the patient already mailed in a payment via check. The following article is intended show you how to cancel a payment request made via YAPI Pay. It's important to understand when you can cancel, void, or refund a payment.

  • Cancel - The patient hasn't made a payment, so there's no transaction to void or payment to refund but you'd like to cancel the payment request and prevents the patient from making a payment.
  • Refund - A payment has been submitted and posted and you want to give a partial or full refund.
  • Void - Void is only available if the payment hasn't been posted yet. You can only void the entire transaction amount.

NOTE: Canceling a payment cannot be undone once completed. 

Table of Contents

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Canceling Payments

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  1. Log in to your Practice Online Portal, then from the navigation pane on the left-hand side click on the Payments option. 

  2. Confirm that you are viewing the Incomplete Payments page.

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  3. Use the search field to search for the patient to cancel. If you need additional filtering options, click Filter ^ to narrow down your search further. Note: Your filters may vary slightly depending on the data on your list.

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  4. Click clear.png next to that patient you wish to cancel the payment.

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  5. Click Confirm on the Cancel Payment Request window to complete the process. 

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  6. You can now see a history of the cancellation on the Complete Payments screen.

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