YAPI Pay - Refunding Payments
There may be times when you need to issue a refund to a patient. The following article is intended to show you how to issue a refund using 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: The refund process cannot be undone once completed.
Table of Contents |
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Searching for Patient
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Log in to your Practice Online Portal, then from the navigation pane click YAPI Pay.
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Click Completed Payments.
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Use the search field to search for the patient to refund.
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Optional: 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 to begin the refund process.
Partial Refund
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Click the Adjustment Amount field and enter the amount to be deducted from the full amount.
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Type in a comment related to the reason for the payment adjustment within the Internal Notes field. The internal note will be saved on the Practice Management Software as a patient note.
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Click Adjust Payment in the bottom right corner to finish the adjustment process. Click OK to exit out of the Adjustment amount page.
Full Refund
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Type in a comment related to the reason for the payment adjustment within the Internal Notes field.
- Enter the total amount paid within the Adjustment Amount field.
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Click Adjust Payment in the bottom right corner to begin the refund process.
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Click Confirm Refund within the Adjust Payment pop-up to process the full refund of the payment.
- You can now see a record of the refund on the Complete Payments screen.
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