Partial refunds of credit card transactions
Allow me to apply a partial refund of a credit card transaction. In instances of overpayments, we only need to refund a portion.
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drfarahmoyer commented
please please please !!!!
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Christine Hartigan commented
During this time of year with charging deductibles, this feature is needed now more than ever!
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Thrive Solutions Staff commented
This really needs to be resolved. Please help Theranest!
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Maria Vega commented
This will be very helpful for our operational needs. Much like everyone else commenting, the work arounds are quite difficult and unprofessional. Thank you for your consideration, and I hope this will happen :)
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Anna DeWeese commented
This is the second time I've commented on this issue and the need for Theranest to resolve this functionality. At least provide a response to the many people who have reached out to you over the past 5 years, to explain why this is not being addressed. You cannot continue asking professionals and businesses to come up with work arounds, this is a matter of effective accounting as well as appropriate client care.
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Tammy Lepage commented
This is still an ongoing problem for us. Our old physical machine and the current virtual terminal we use both have this capability. It's a very common feature in the world of credit card payments, so Theranest really needs to make this a priority.
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Tammy Lepage commented
We've made this request multiple times over the last several years, but we really need the ability to do partial refunds on credit card payments taken in Theranest. We don't do them often, but when we do, our only option is to send the client a check. But then there's no way to remove that payment in the ledger, which makes our year-end revenue look higher than it actually is, which affects our tax burden.
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Josh Kennington commented
Please allow partial refunds. The idea was initiated over 5 years ago and it still isn't an option.
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Jess Lewis commented
To be able process PARTIAL refunds.
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Jennifer Navarro commented
Please allow for partial refund. It is very inconvenient to have to give full refund when the payments were already applied.
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Donna commented
Please add this functionality- without it , it directly affects the Theranest report
With insurance deductibles and and co-insurance ever changing. there really needs to be away for the reports to line up with the ledger.. -
Donna commented
If you won't let us refund partial CC payments then we need to be able to put in a negative balance for a check that was written for a partial refund.. otherwise our reporting is off
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Mia Perlman commented
PLEASE add this functionality!! This is an absolutely necessary function for billing and book-keeping.
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Carrie Hoge commented
What is the update on allowing partial refunds?? No other EMR / CC system I have used has this limited functionality. I have always been able to make partial refunds.
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TR Counseling & Wellness commented
IT LENDS TO MANY OTHER FAULTS IN THE SYSTEM
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Bethany Wilson commented
This is the primary reason I don't use TN for my CC processing. Also the primary reason why I'm shopping around for a new EHR. Please add this. TheraNest is mostly great, but this is a real issue, especially for people dealing with insurance.
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Kristi Ottis commented
Is this something that is being worked on? It would be great for this feature to be added. It would be much more efficient than needing to write and mail out paper checks as well as having to make those manual adjustments to the ledger too.
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Admin RWWC commented
Please include an option for a partial refund. Otherwise, we have to refund an entire sum when only a portion is due, and then ask clients to pay all a fee all over again.
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Jayliyah Mayhand commented
I can't believe they still haven't added this 4 years later! I just experienced this today, and now we have to charge a client twice after they were overcharged the first time. It's incredibly unprofessional. I agree with the comment that states there should at least be a warning that you can't partially refund or stop a refund once it's been processed. Not every client is content with an account credit, some just want their money back.
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Chad Gambrell commented
hello. was speaking with caylen on 6/9/22 and he mentioned theranest does not allow a partial refund to a credit card payment. the MAJOR problem with this is that the tool does not warn you of this and even makes you think a partial refund is processing as you change the values and submit the refund. this is HUGE as it causes reputational risk by having to ask clients to pay again and affects the change of money between organizations which may not guarantee timely repayment and therefore ages payments that were already submitted. please fix to either just now allow refunds in the tool or to clearly let people know partial refunds are not allowed and even though you typed in the partial refund, a full refund will be processed. after the refund has been submitted is too late. thanks!