Refund a Transaction

To refund a Credit Card transaction in HENO, you will start by going to the Payment you are wanting to refund. These can be found in the Patient tab -> Edit Patient -> Payments Tab:

Or Billing tab -> Payments (Insurance or Patient):

Once in this area, you will select the payment you want to Refund by clicking on the Blue Payment Number:

Inside the payment on the General tab, you will see a few options on the bottom left of the screen (Cancel, Void, and Refund). Click on Refund:

You will then get a pop-up asking for the refund amount and a reason for refund (These fields are mandatory):

Finally click the Refund Now! Button.

This will do 2 things in HENO: 

1. It will create a Payment Note about the refund and the amount:

2. It will Create and Issue a refund in the Billing tab -> Refunds: