Refunding credit card payments

You can return funds to a cardholder's account for a credit card payment (in-office or online) that was posted using Dentrix Ascend Pay. If you need to reverse a credit card payment after 10 PM on the day that it was processed or on any subsequent day, you refund the credit card payment.

If the payment is up to 45 days old, the full amount can be refunded only to the original card. If the payment is over 45 days old, the full amount can be refunded to any card. Currently, you can refund only the full amount processed; you cannot refund a portion of the payment.

Note: To reverse a credit card payment before 10 PM on the day that it was posted, you void it.

To refund a credit card payment

1. Do one of the following:

   • On the Online Payments tab of a location's Inbox page, click (or tap) an online payment.

     

     Note: To quickly print a receipt for an online credit card payment in the inbox, click (or tap) the payment's paperclip icon in the Att column. The receipt appears in a new browser tab or window so you can print it or download it as a .pdf file.

   • On a patient's Ledger page, click (or tap) a credit card payment.

     

   The Edit Payment dialog box appears.

   

2. Click (or tap) Refund.

3. Do one of the following:

   • For a payment that is up to 45 days old, on the confirmation message that appears, click (or tap) Refund.

   • For a payment that is more than 45 days old, in the confirmation dialog box that appears, select the correct payment device (lane), and then click (or tap) Refund. Then, the cardholder interacts with the payment device.

     

     

   When the payment is refunded successfully, an offsetting charge adjustment is posted to the patient's ledger, and the Edit Charge Adjustment dialog box appears.

   

   Note: The adjustment Type is Credit Card Refund.

4. Select the correct Provider, and add Tags and Notes as needed.

5. To print a refund receipt, click (or tap) Print Receipt.

6. Click (or tap) Save & Close.