Refund or Void a Credit Card Payment

Refund or Void a Credit Card Payment

What is the difference between Voiding and Refunding Credit Card Payments?

  • If the Payment is stopped the same day that the Receipt was created and processed, the Void button will be available to use.
  • If the Payment needs to be stopped anytime after the day it was created and processed, the Refund button will be available.
  • To Refund a Receipt, it must be posted to an Encounter.
  • Note: Merchants may not accept electronic Refund Payments after 30-120 days.


Void a Credit Card Payment

If a payment is stopped the same day it was captured, it is considered a Void. The Receipt Dashboard has a Void button. If the funds have already been settled, the button changes to Refund.


  1. On the Receipt Dashboard, select the VOID button.

  1. Enter a Reason
  2. Select the checkbox acknowledging that this action cannot be undone
  3. Click Submit.

The Receipt is deleted and a message is sent to the Credit Card Vendor to Void the payment. The Receipt History displays where the Transaction can be viewed.


To View the deleted Receipt, select include on the Deleted field on the Receipts History screen.


No Void Button On The Receipt

The Void feature is only available on the day the credit card was run. If you do not see this button, your Site Admin can change your permissions. See Permissions and Roles Management.

If it is the day after the receipt is run, use the Refund process.  It is not recommended to perform the void from the Nexio website.


Refund a Credit Card Payment

Patient Credit Card Payment Refund

***A Refund Receipt cannot be deleted after it has been Processed.


If a Credit Card Payment is stopped after the day it was captured, it is considered a Patient Refund.


To Refund a Credit Card, connect to a Reference Batch.

  1. On the Receipt Dashboard, choose Refund.

  1. On the Create Refund Receipt screen,
  • If this is a partial refund you can modify the amount.
  • Enter additional info if applicable.
  • Select Save [F2].

  1. On the pop-up window, select the checkbox beside the Processed amount.
  • The Refund amount can be changed in the To Refund column.
  • You have options to Modify the Receipt or the Reference Batch before Processing.
  1. Select the Process Refund [F2] button.

 

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NMI Specific Screens



The Processed Refund is listed in the Merchant Processor Log panel.




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