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Very soon, we’ll be incorporating the ability to process card payments with just the card numbers via a Manual Payment. We’re also working on options to receive Insurance and Bulk Insurance payments. These features will be released in a future build of MacPractice. |
Refunds
On occasion you'll need to issue a refund to a credit or debit card. Thankfully, refunding a credit card payment is as simple as refunding a normal payment.
First, select the payment in the Ledger with the credit card transaction you'd like to refund, and select Refund from the "Other" drop down menu. You will have to unapply the credit card payment from any connected charges prior to refunding.
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The Refund window will appear, and you'll note that with the "Refund Credit to Credit Card" checkbox enabled, the payment method will be displayed.
If you wish to refund a higher amount than the original payment, you will need to first adjust the original payment's amount in order to refund the higher amount. When adjusting the original payment, you'll likely see an alert warning you that the new amount does not match the card transaction amount as a safety precaution.
Once you’re satisfied, click the “Submit Refund” button to process your refund!
The Integrated Payments Portal
You’ll also be granted access to the Integrated Payments Portal provided by ValPay. This Portal contains records of all transactions made via MacPractice Integrated Payments. The video attached below provides an overview of the portal.
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