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Refunds

This article explains how to create refunds in Bp Omni. Refunds can be created for paid invoices, partial or full payments, and credit notes.

Refund a paid invoice

  1. Go to Finance > General accounts and click the invoice link.
  2. Click the Paid drop-down menu button and select Credit / refund. The Credit screen will open.

    3. Credit or refund a paid invoice

  3. Select Full invoice or Selected items as a Type.

    4. Refund or credit a paid invoice

  4. Click Refund.
  5. Select a Payment method for the refund from the drop down selection.

    6. TIP Enter the payment method used when physically refunding to the patient or account holder.

    Enter the payment method for refund.

  6. Click Refund invoice.

Refund a credit

  1. Go to Finance > General accounts and click the invoice link.
  2. In the top right-hand of the invoice screen, click on the Credit link under Transactions. The Credit screen will open.

    3. Credit transactions link

    NOTE Allocations cannot be refunded, only cancelled.

  3. Click Refund.

    4. Refund a credit

The credit will return to the patient's account as unallocated credit. See the article on Credits in Bp Omni for more information.

Cancel a refund

  1. Go to Finance > General accounts.
  2. Locate the refunded invoice and click the invoice link.
  3. Click the Credit link under Transactions. The Credit details screen will open.

    4. Refunded invoice

  4. Click the Refund link under Credit allocated to. The Refund details screen will open.

    5. Refund link from the allocated credit details screen.

  5. Click Cancel refund.

    6. Refund screen

The credit will return to the patient's account as unallocated credit. See the article on Credits in Bp Omni for more information.

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