Refund management is a critical aspect of maintaining financial records and client trust within the Digitail platform. This guide provides step-by-step instructions for performing a reversal refund and using client credit to close an outstanding balance on a client account.
Steps to Perform a Reversal Refund
Navigate to the patient's record within Digitail.
Open the Billing section to locate the original payment.
Select the Refund option next to the original payment. Note that this action initiates a refund, distinct from a product return or service credit.
Enter the refund amount you need to reverse. - The refund process automatically adjusts the financial records: the "Amount Paid" will decrease, and the "Amount Due" will increase by the corresponding refunded amount.
After completing the refund process, you’ll observe an outstanding balance on the client’s account associated with the sale.
Steps to Apply Client Credit to Close the Balance
Return to the Billing section, and locate the outstanding balance from the refunded transaction.
Click on the Add Payment button to close the balance.
Select Client Credit as the payment method and confirm the payment. This will use the client's existing credit to settle the outstanding balance.
By following these procedures, refunds can be managed effectively, ensuring financial records align accurately and reducing the risk of transaction discrepancies.
Best Practices
Double-check the refund amount and apply it correctly to prevent over- or under-refunding.
Always validate the payment method, ensuring client credits and balances are applied properly during the settlement process.
For more detailed guidance, refer to Digitail’s official user manuals or contact support for assistance.