Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to refund a payment: open the payment, give back part or all of it, and track it afterwards. You'll do this from the payment itself, so what goes back stays on the same record as the original charge. Click Payments in the sidebar. Then click the payment to open it. At the top, next to Send Receipt, is Refund. It only appears while there's money left to give back. Cash and check payments don't have it.

Click Refund. The amount is already filled in with the most you can return, so for a full refund, leave it as it is. To give back just part, type a smaller amount. Here, we'll enter fifty cents. This payment was taken on a card terminal, so choose the terminal to send it to. The one it was paid on is already selected. Check the amount first, because this can't be undone. Then click Refund, and have your patient tap or insert their card. A message confirms it went through. The status changes to Partially Refunded, and the new transaction appears at the top of Transactions, above the original charge. The amount at the top now shows what's left on the payment, and Requested, below it, shows the original amount. To send back the rest, click Refund again. The most you can return is now fifty cents. Click Refund, and tap the card once more. If your patient can't be there, you can key their card number into the terminal instead. The payment now reads Refunded, and the Refund button is gone, because there's nothing left to return.

Both are logged under Payment Audits, with who issued each one and when. Card payments taken online or keyed in skip the terminal step: enter the amount, and click Refund. For ACH, the money can take several business days to settle. To see them all, go to the Payments Overview. Refunds shows the total for the period, and Refund Payments lists each one, with its original amount and the amount returned.

That's how to refund a payment in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.