Converting a Credit Note into a Refund

Quickly refund a patient for a previously issued credit note by converting it into an actual payment.

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How to Convert a Credit Note into a Refund

1. Open the patient’s Credit Note invoice.

2. Click Edit → Pay, select the payment method for the refund, then click the green checkmark.

3. Click [Done] and Save the invoice to finalize the refund.

The patient’s account will be updated, and the refund will appear in your payments reports.