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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Log in to your Practice Online Portal, then from the navigation pane on the left-hand side click on the Payments option.
Confirm that you are viewing the Incomplete Payments page.
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.
Click next to that patient you wish to cancel the payment.
Click Confirm on the Cancel Payment Request window to complete the process.
- You can now see a history of the cancellation on the Complete Payments screen.