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.

Amending Patient Details for 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.

Transferring Payments to Amend the Paying Patient

If a payment has been processed on the wrong patient record, the transaction must be transferred to the correct patient.

⚠️Note: Deleting a payment will unlink it from the original payment, causing bank discrepancies.

1. Open the patient record, then select the transactions option via the currency button.
2. Select the payment you wish to transfer.
3. Click the Transfer button.
   
   
4. Select the payment you wish to transfer.
   • Enter the Amount to be transferred.
   • Select patient to Transfer to.
   • When all of the above is completed, select Finish to complete the transfer.
     
     

🔗 For more information: Transferring Patient Payments and Transactions.