The following article describes the workflow for refunding and subsequently adjusting an account in Gentu.

See also the FAQ section at the bottom of this article.

Refunds 

To refund a payment:

1. Navigate to the patient’s Account tab and select the invoice in question.
2. Press the Refund button to open the refund window.
   
   
   

At this point the steps differ slightly depending on whether you are partially refunding the payment, or fully refunding it.

Partial refund

A partial refund would be used in a scenario where the patient was overcharged, or where the patient overpaid their account, and you need to refund only part of their payment (rather than the full amount).

1. In the Invoice Refund window, type in the amount to be refunded in the Amount field.
2. Press the Tab key on your keyboard to confirm.
3. Press Refund to proceed and generate the refund slip.

Full refund

A full refund would be used in a scenario where, for instance, the patient was accidentally billed and charged for an incorrect item number. In this scenario the patient needs to be refunded for the full cost of the item.

1. In the Invoice Refund window, click the Full Refund button.
2. This will autopopulate the full payment amount into the Amount field.
3. Press Refund to confirm the refund and generate the refund slip.

Once you have processed a refund of any kind, it will be recorded under the Payment Summary for this invoice, alongside any payments.

Note the "EFTPOS - Refund" shown in the Payment Summary table of the screenshot below.

Fixing incorrect payment source

If you have accidentally receipted an invoice with an incorrect payment source, e.g. if it was receipted as EFTPOS when it was paid in Cash, you can fix this by refunding and then re-receipting the invoice with the correct payment source type.

When doing so, you should change the refund and re-receipt dates to match the original payment date. This will ensure your banking records are accurate.

1. Open the patient's Account tab and select the invoice on the left.
2. Expand the Payment Summary table in the invoice preview and check the original payment date.
3. Press Refund to open the Invoice Refund window.
4. Select the payment source (e.g. if it was incorrectly receipted as EFTPOS, select EFTPOS).
5. Change the Payment Date to match the date when the invoice was originally receipted.
6. Proceed with the refund as normal.
7. Select the invoice again and press the Pay button to re-receipt.
8. Select the correct payment source.
9. Change the Payment Date to match the original payment date.
10. Proceed with the receipt as normal.

Refunding deposits

It is also possible to refund a patient's deposit. 

1. If you've previously accepted a deposit from a patient, you'll find the Refund Deposit button at the top right of their account history window.
2. In the Refund Deposit window, fill in the details, then press Save.

Organisational Remittance refund

If you need to refund an organisational or third-party invoice which was receipted through Organisational Remittance, you can do so through the Banking Report.

1. Open Financials > Banking Report.
2. Use the Date Range picker and Filter options at the top of the screen to narrow down the payment.
3. Locate the payment in the list of transactions.
4. In the far right hand column you will see the Reverse icon. 
5. Click the Reverse icon to open the Invoice Refund window.
   
6. Fill in the Reason and Description.
7. Press Reverse Payment.

Note: it is not possible to partially refund an Organisational Remittance receipt. You would need to reverse the receipt in full, adjust the invoice, and then re-receipt the account via Organisational Remittance.

You can also use this method to reverse Automatic Receipts for online claims. Please see the Reversing an Organisational Receipt article for important information about this process.

Adjustments

If you have refunded an item and the outstanding amount needs to be written off, you can adjust the item fee to nullify the outstanding balance.

Usually you would adjust an item to decrease its fee, for example if the item was overcharged.

It is also possible to adjust an item's fee to increase it, even if the invoice has already been paid.

Alternatively, in some circumstances, it is possible to void the item entirely. Voiding an item would be useful in a scenario where, for instance, you accidentally billed and charged an item that should not have been billed, and you need to nullify it on the invoice.

Adjust an item

1. Open the invoice.
2. Click the Adjust icon  corresponding to the item number you wish to adjust.
3. The Adjust Item window will open. 
   
4. Gentu will automatically enter the figure needed to write off the balance of this item.
5. Alternatively, you can manually key the adjustment amount into the Adjust field.
6. Press Save to apply the adjustment, then Save to close the invoice.

The adjustment will be recorded under the Adjustment Summary for that invoice. 

Void an item

Voiding an item essentially nullifies it, by preventing Gentu from counting it as outstanding/owing.

It is not always possible to void an item. If you need to void an item but you cannot see the item void button; you should instead adjust the item's outstanding fee to $0.

1. Open the invoice.
2. Click the small x icon next to the Adjust icon. 
3. Gentu will present you with the Void Item window.
   
4. Enter a note (i.e. the reason for voiding this item), then press Void.
   
5. Save out of the invoice.

Note that you cannot save an invoice which contains no item numbers. If there is only one item on the invoice and you need to void the item; you should instead void the entire invoice and start over.

In some cases you may need to void an item on an invoice which was already sent as an online health fund claim. You will not be able to void the item, so you should instead adjust its fee to $0 and save the account.

Void / cancel an invoice

If an invoice is not committed (i.e. it has no payments against it and has not been sent as an online claim) it can be voided to fully cancel the balance and nullify it.

1. Open the Patient's Account tab.
2. Select the invoice and press Open.
3. Press Void.
4. Enter the reference note when prompted, then confirm.

This will cancel the invoice, and it will remain in the patient's account tab but no longer be interactive.

Void a committed invoice

If the Void button is greyed out when you open an invoice, it is most likely because the invoice is in a committed state. You can also check the top of the invoice for the presence of a "Committed" banner.

• If the invoice is committed because it has been sent as an online claim; it is not possible to void the invoice. Instead, you must refund any payments, adjust each item balance to $0, then save the invoice to nullify it.
  
  
• If the invoice is committed because it has payments made against it, you must refund all payments against the invoice before you will be able to void it.
  
  
• If you cannot see the Void button at all, it is most likely that your user account does not have the appropriate permissions enabled to allow you to void invoices. Please speak with your practice administrator if you wish for this permission to be enabled.

FAQ

Click here to see frequently asked questions.

See also:

InvoicingFinancial reports