Refunds in Dental4Web

Process Refunds for treatment completed and payments made.

Show the refund allocation, including any notes in the Treatment file and process an automatic refund Bank Slip. 

Setup Refund Item

1. Click the navigation menu > Location Setup > Items page
   
2. Open MISCELLANEOUS Category > Miscellaneous Sub Category
   
3. Click PROCEDURE
   
4. Enter Item Code (e.g. Refund) and Description (e.g. Refund to Patient)
5. Go to Financial Details tab
   
6. Tick Refund
   

How to Refund Previously Paid Treatment

1. Items available for refund will be highlighted in Blue
   
2. By clicking item rows the Amount of the refund will increase based on what the patient paid
   
3. Any notes written in the Refunds window will been placed in the notes column with the refund item
   
4. Cash refunds ONLY available if unbanked cash is available
   

1. Click the navigation menu > Patients > Treatment page
   
2. Itemised Invoices toolbar > New Refund of Payments for Treatment
   
1. Highlight the items to be refunded in the background
   
2. Write Notes with regards to this refund.
   
3. The Amount can be decreased if the refund is less than payment
   
4. Select Payment Type 
   
5. Click PRINT or OK
   
3. The Item is added to the treatment file with refund amount and any notes
   
   

Need to refund a Deposit paid. instructions here.

See Refunds in Bank Slips

The negative amount will be shown in automated bank deposit slip creation

1. Click the navigation menu > Management > Bank Slips page
   
   

Reports that include Refunds

The refund information will be found in any financial report.

​Financial, Statistical & Business related Reports

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