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Reverse a payment

Reverse a payment that was recorded by mistake, with the reason, while the original stays on the invoice.

Where
Practice portal
Who can do this
Administrator

When a payment was recorded twice, or against the wrong invoice, reverse it. Nothing is deleted: the payment and your reason both stay on the invoice.

Before you start

Reversing a payment is given to administrators. An administrator can give it to a colleague in Team, and it does not ask for a second person's approval, so choose carefully who holds it.

Steps

  1. Choose Billing on the left and open the invoice.
  2. Under Payments, choose Reverse payment beside the payment.
  3. In Reason for reversal, say what went wrong.
  4. Tick I confirm this payment entry needs to be reversed.
Reversing a payment with the reason: recorded twice at the desk, the patient paid once, and the confirmation ticked.
Reversing a payment with the reason: recorded twice at the desk, the patient paid once, and the confirmation ticked. Demonstration using fictional patient records.
  1. Choose Confirm reversal.

What to expect

RizCare says Reversal saved on this device. The original payment is kept. The payment is marked Reversed, with your reason beside it, and Outstanding goes back up.

The invoice's payments with the reversed payment marked Reversed and the reason beside it.
The invoice's payments with the reversed payment marked Reversed and the reason beside it. Demonstration using fictional patient records.

Reversing records the correction. It does not send money back to the patient.

  • Record a paymentRecord cash or a transfer a patient has paid against their invoice.
  • Find an invoiceSee every invoice, newest first, with the money received today and what is still outstanding.
  • Change what a colleague can reachSee each colleague's access, change what one colleague can reach, and read what each position carries.

Still stuck? Email support@riz.care and say which screen you are on.