Refund a Payment
Adit Pay makes it easy to fully or partially refund a patient when needed.
To initiate a refund:
Navigate to the Adit Pay module
In the top navigation menu, select Payments. If you don’t see this option in the menu, click the three dots to view the rest of the menu options
Click on the patient’s name of the payment you would like to refund
Locate the payment to refund and scroll all the way to the right.
Click Initiate Refund
Enter the amount you want to refund.
Select a Refund Reason. If you select Other, enter the specific reason in the provided text box
Confirm you have the correct email address for the patient
Click the Refund button
The refund will be processed in the same manner it was captured, so payments processed with a credit card will be refunded back to the credit card, and payments made offline (cash/check) will need to be refunded offline (cash/check).
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