If you’ve refunded a patient payment and now you need to send them a receipt, then you’ve come to the right place! There are two options, depending on how the refund was processed.
Option One: Manually Processed Payments
This first option is for payments processed manually outside Jane, such as through e-Transfer, Venmo, or an unlinked terminal. To do so, navigate to the Billing tab within the client’s Profile, click on Receipts, and then select View Receipts to the right of the refunded payment.
Jane will open up a new tab that will allow you to Print the receipt or save it as a PDF and email it externally of Jane.
Option Two: Payments Processed using Jane Payments
For payments originally processed through Jane Payments, you can follow the above-outlined steps or email it directly from Jane.
To send a receipt for the refund from Jane, you’ll want to head over to the Billing tab within the Patient’s Profile and click on Payments. Find the original payment that says Refund and a series of numbers (i.e. Refund #1234). This will be located under the Applied to column in grey here:
Next, click on the black dropdown arrow to the right of the word View and select Email Receipt from the options within the menu.
While the body of the email will look like this:
If your clinic has Hide Client Information from Financial Emails toggled off, there will be a PDF attachment sent along with the email with more details of the refund.
Here’s a sneak peek at what this would look like on the client’s end:
Of course, if you have any additional questions that weren’t covered in this guide, feel free to reach out to our team directly!