Process Refund - ChiroSpring Pay
Processing refunds using ChiroSpring Pay is a simple process. The process varies slightly depending on if the card was stored on file (tokenized) or if the transaction involved the terminal.
Void/Refund - When Card Not Stored on File
To initiate a void or refund for a patient go to
Reports/ChiroSpring Pay/History.
Use the filters at the top to locate a date range or your patient.
Once you have found the payment you want to refund, click the red "Refund" cash icon next to that payment.
The system automatically knows if the action is to VOID or REFUND a transaction. So, clicking the red money icon will open the same pop-up, but with different scenarios, as described below:
- The case when the system will perform a void looks like this:
Note that the amount field is disabled and there is a small note at the bottom of the pop-up saying "A transaction can only be partially refunded approximately 24 hours after its creation."
- The case when the system will perform a refund looks like this:
Note that in this case the amount field is editable and the small note I wrote above is not there anymore
Void/Refund - When Card Not Stored on File
- There is the 3rd case, when a transaction has been performed using a terminal. This means that the transaction will need to be voided/refunded using a terminal. The pop-up will look like this:
In this scenario, the user will need to pick the terminal they want to refund the card with. The terminal will then prompt the patient to swipe/insert/tap their card to complete the refund.
There is no additional charge to refund a transaction, however the original transaction fee is not refunded