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.
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Canceling Payments
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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.
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Confirm that you are viewing the Incomplete Payments page.
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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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Click next to that patient you wish to cancel the payment.
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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.
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