Complete this task to post refund transactions.
Posting the refund transaction is the process of recording the check number of the check issued for the refund.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Refunds page, select the transaction(s) to post and click Post. The Post Refund window opens.  | To select more than one line item, hold the CTRL key down and proceed to select all refunds to post in the transaction. |
| 2 | Enter the Check Number of the check issued for refund. | This step is repeated for all line items included in the posting activity. |
| 3 | Enter the Accounting date. | The Accounting date is the date to use for this transaction. If your practice is configured for accounting dates, the Accounting date option is available. If your practice is not configured for accounting dates, this option is not available and the step is skipped. |
| 4 | Click OK. | The Check Number, Performed By, and Performed At columns in the Refunds table are updated to reflect the check number entered and the person who posted the refund transaction and date/time the transaction was posted. |
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