Refunding a transaction
Refunding a payment can only be completed by users with the manager access level.
*Requirements for properly issuing a refund:
- Google Chrome Browser (can be installed from https://www.google.com/chrome/)
- Manager access on user account
- Completed transactions only (not same day)
Refunding a payment in Affordify
- Sign in from https://affordify.net
- Search for the patient by Name, DOB (mm/dd/yyyy) or swipe the patient credit card that is on file
- Verify patient information
- In the left panel, click on the ‘Activity’
- Locate the payment that you would like to refund
- To the right of that payment, select the three vertical dots (
)
- Select ‘Void/Refund’
- Enter and Confirm the amount to be refunded
- Select ‘Refund’
- Add a note to the patient profile stating purpose of refund
Once the refund is completed, you will see the transaction updated to ‘Refunded’
