Refunds

On Black Credit Card reader : 

1. Refunds process automatically if you begin typing a price

2. Follow the prompts

On Clover :

1. At the bottom of the screen, press refund (red icon next to sale)

2. Follow the prompts

If client paid cash:

1. We do not give cash refunds. Ever.

2. If the refund is approved, the Practice Manager will write a check for the refund amount to be signed by Dr Erica.

3. Refunds via check have to be approved by the accounting team, so sometimes there is a delay. Let the client know we have to send the information to the accounting team and we will be in touch when the check is ready for pick up. 

On Avimark : 

1. Open patient file

2. Select “ Accounting “ (green dollar sign with NO plus sign)

3. Find the line items again and change the dollar amount to zero - this will create a negative balance

4. Right click on the screen, select "New"

5. Select Type, whichever card type they used originally 

   1. Enter the money amount refunded. Make sure it is negative so it’ll equal itself out

   2. If it’s a card refund, remove the “Cash Refund” line item 

   3. Everything should equal out zero. 

* Make sure to put a client communication about issuing the refund and why the refund was issued.