Because Jane uses Gift Cards for Transferring Balances and as an option for managing Packages, there may come a day when you need to refund a Gift Card. If you are reading this, today is likely the day. :)
Refunding the Full Balance
If the Gift Card has not yet been redeemed for purchases in Jane, refunding the balance is simple and Jane allows us to do this in a few different places. We’ll look at the two most common below.
From the Billing Tab
- Head to Billing > Gift Cards/Certificates. Locate the Gift Card you want to refund and click on the View button for the Gift Card.
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Next click on the Payment hyperlink.
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Unapply the payment by clicking on the broken chain link and confirm that you want to unapply the payment.
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Now you can refund! Click the Refund button and select the method you will use to refund the Gift Card.
From the Patient’s Profile
- Head to the Patient Profile of the person who originally purchased the Gift Card and click Billing > Gift Cards.
- Click on the View of the Gift Card you wish to refund.
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Next click on the Payment hyperlink.
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Unapply the payment by clicking on the broken chain link and confirm that you want to unapply the payment.
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Now you can refund! Click the Refund button and select the method you will use to refund the Gift Card.
Refunding a Partial or Remaining Balance on a Gift Card
Sometimes a Gift Card has been used for purchases in your Jane account and has a partial balance remaining that you wish to refund to your patient. In this case, we recommend that you Contact Us for a little guidance.
Each case is so unique and we are happy to guide you through the process step by step.
Deleting a Gift Card
Sometimes a clinic will want to remove a gift card from their ledger altogether.
Jane only allows us to Delete a Gift Card when the card has no past transactions associated with it.
Lastly, Jane keeps a record of your refunded Gift Cards and all of the associated transactions on the Patient Profile > Billing > Gift Cards tab and on the Gift Card Transactions report for reference.
Hope that helps!