Partially Refund Payment for an Invoice

You can remove a item from a paid invoice and refund the money paid for that item. You cannot, however, partially refund an arbitrary amount from an invoice. You must remove a service.

Remove the invoice from the payment

  1. Open Invoices from the left hand side.
  2. To view the payments, select a 'P' type row from the list of transactions, or select an invoice row and click the item in the Payment No. column to open the payment details.
  3. Click on the X at the end of the invoice line. Bp Allied will ask to confirm the removal of the invoice from the payment.
  4. Bp Allied will ask to confirm the removal.

    5. Click Ok to confirm the removal.

  5. The amount of the invoice will display in Credit Available.

  6. Click Refund.
  7. Enter the Refund Amount as the amount to be refunded.

  8. Enter the Refund Method, Location and Practitioner.
  9. Click Ok.
  10. The refund amount is highlighted in red. The credit is available to be attached to the invoice.

Adjust and reattach the invoice

  1. Click Add Invoice from the buttons at the bottom of payment details.
  2. Select the invoice to reattach to the payment and click OK.
  3. Go to the invoice, change the Status to 'Draft' and alter as appropriate. See Edit a paid invoice for more information.
  4. The refund record is created and displayed in Yellow in the central pane. The Refund Summary can be viewed in the right-hand pane. Notes can be added by clicking Edit at the bottom of the refund screen. The status of the invoice is returned to Awaiting Payment.

  5. Continue to pay the adjusted invoice if the invoice was in error and was adjusted for repayment.