Refund a Payment from the Payment Center

Link copied!

Path: Admissions > Payment Center

About

In the event a client payment needs to be refunded, Agencies can do this through Payment History. Or, if your Agency uses Scheduler integration, this can be performed from the appointment itself within the Payment Center. Users must have the Swerve Pay permission of Refund Payments selected within Maintain Users to handle refunds.

Table of Contents

Refund Payment: No Scheduler Integration

1. Navigate to the Payment Center following the path above.
2. Search for the client.
3. The Payment History table displays previous payments made by the client.
4. Select the sale transaction in the Payment History grid that you would like to refund.
5. Click the Refund Payment button. The Confirm Refund window is displayed.

1. Click the Yes, Initiate Refund button. 
2. A Refund Submitted pop-up is displayed. Click OK. An entry is created in Payment History indicating a refund.

Refund Payment: Scheduler Integration

1. Navigate to the Payment Center: Main Menu > Admissions Menu > Payment Center.
2. Search for the client.
3. An appointment list displays a history of the selected client's appointments. Select an appointment that you have collected payment for from the appointment list and click the Refund Payment button.

1. In the Confirm Refund window, click the Yes, Initiate Refund button.
2. A Refund Submitted pop-up is displayed. Click OK. The Collected column for the refunded appointment now displays $0.00. The appointment in the Scheduler displays that this has been refunded under the Note section.