Amending payments processed through an integrated payment provider (Worldpay, Dojo, Paymentsense, Stripe) is different to non-integrated payments due to being linked to a real-world transaction.

Refunding an Integrated Payment Transaction

Payment providers such as Worldpay, Dojo, Paymentsense and Stripe can be integrated with EXACT, simplifying the transaction process; however, the steps to correct these transactions are different to a non-integrated transaction.

Refunding a Payment

When refunding an integrated payment, always use the Refund function in EXACT, rather than deleting the payment.

💡Tip: Deleting affects reporting accuracy and can cause discrepancies, especially with integrated transactions.

1. Open the patient record, then select the transactions option via the currency button.
2. Select the Refund option.
3. Choose the option that best matches your situation.
   • The most common choice is Refund Unused Deposit, which applies when treatment has not been carried out and the deposit remains unused.
     
     
4. Follow the Refund Wizard to complete the process.
   • Set the Method of Refund to your terminal in order to process it through the patient's card. 

If the refund has been processed outside EXACT, set the Method of Refund to Card to bypass the terminal.

🔗 For more information: Processing Refunds