A huge complaint I have about TheraNest refunds, aside from being blocked to be able to do them right now because Vantage has a limit on how much you can refund, is that I need to be able to stipulate the exact amount of the refund.  It's crazy how I have to piecemeal something together from the available transactions to come close to the amount I need to refund.  It's rarely a number that I can equal based on combining several transactions and then there is still a residual balance or credit most of the time.  If you guys could please adapt the system to allow for a specific refund amount, it would be a game changer.  I used Square Pay for payment collection before moving to TheraNest and it allowed us to do this seamlessly.  

This is very much needed!

This, please!

It would be great if we had an option to track refunds! =D

Because we cannot do partial refunds for credit card charges, often times a check or cash refund will happen for part of the payment. Then, the payment must either be applied to a "dummy invoice" or deleted from the system completely.

So, while there are work-arounds, a way to track refunds would amazing!

Currently, refunds of cash and check are only able to be deleted. This means there is no record for tax purposes as to why my bank account has a payment, then a loss of payment. We need to be able to see these refunds for accounting purposes. It is an imperative feature.

This item has 23+ comments, 84+ votes and tracks back 4 years now...
This seems like such a needed entry/option to add to apply payments tab. Or to add a 'issue refund' tab to track any refunds issued due to over-payments either from the client or by the insurance companies...
When can we expect important changes like this one to be made by TheraNest??

A tracking system is necessary for refunds. I brought this topic to the group conversation 1 year ago, Theranest said they were working on it...but as of today, I see lots of people still asking for more accurate tracking process in TN. When can we expect this?

Yes, this. We need to be able to show funds received and funds returned regardless of how the person paid.

Create a way to document refunds to clients that aren't a credit card (e.g. they paid by check & we're refunding by check). The current method in which we have to delete the payment from the client's ledger and make a note on an invoice you refunded the payment doesn't provide enough of a paper trail (our practice is non-profit, so we need to be able to see payments and refunds in the ledger easily).

There should be a feature of tracking refunds, besides just deleting the refund. It's difficult to track what has been done and sometimes I'm not aware of whether a client needs to be refunded or not because it is difficult to track. Also, there should be a way to track how much credit a client has. Sometimes a client pays more in advance but then there is no option to enter in a large sum of money, so it's difficult to track the credits. Perhaps you could look at Office Ally Practice Mate and review some of their billing features. Those would be very helpful to have in Theranest.

more of an accounting component where we can put in that insurance x made an over payment, so shows in the system and then a way to show the debit when we pay them back, so that it balances the income earned and tracks the process financially instead of having to make notes everywhere to monitor or leave in the over payment owed which then shows as more income that we really made

Definitely a good idea. To have instead of just DELETE (for real errors and that should be only approvable by a manager or admin) but REFUND option as well just so it can be tracked that the money was refunded in a way.

This is sorely needed!! There is no audit trail for giving refunds. We need to have the ability to have a debit and credit transaction on an account with a note that allows you to explain the transaction!

This one definitely! Sometimes client pay the wrong amount, insurance companies send the wrong amount, clients don't realize they have met deductibles, etc. Having option to have ACCURATE data on financials would be great!!

When Clients transition out it is impossible to refund the balance (and leave a paper trail) in theranest, unless we delete the payment. However, that messes with any previous paid out amounts. This is far to time consuming and messy, it also is not an accurate reflection of what actually occurs. It would be nice if their was a third option to refund amount to client. This would leave an accurate paper trail, and remove the credit balance.

The insurance company deducted an amount from their payment to us, but there's no way for me to reflect this "negative payment" in theranest. I need to be able to create a invoice for a negative amount so I can show what happened to this money. If I just delete the payments it won't match our bookkeeping which shows that we originally got paid these amounts, then had it deducted later. If I create a "refund" service type to assign the payments to it still won't show that we lost money in any of the reports, which really screws up our bookkeeping.

The way the ledger currently is designed, client credits can only be eliminated by applying them to future services (that is OK), or deleting them, (which is not OK.) The only other way to remove a credit that I can think of is to create a service called "Refund" but that artificially inflates your revenue, as well as potential payouts owed to employees.

Please find away to implement this feature. Deleting the payment is not an ideal way for refunding a patient or insurance company that made an overpayment. Each transaction needs to be seen on the invoice the payment/refund is made to show on the financial ledger for book keeping purposes. this is a very "URGENT" request for our Group. It has been a year now and the refund request has piled up. PLEASE HELP!!!