Refund a TopsPay Credit/Debit Card Payment

Need to refund a TopsPay credit or debit card payment? Here's how:

1. Open the patient chart.
2. Verify that the payment has been deposited (you should see a checkmark next to it in the ledger). If it has not been deposited yet, it is too early to refund. If it is the same day as the payment, you may be able to void the payment; see the related article below, Void a TopsPay Payment.
3. Open the transaction window (Command T or Action > New Transaction) and confirm that the "Use TopsPay" box on the bottom right corner is checked.
4. Select [+] Account Adjustment and enter your Tops Ortho password.
5. In the dropdown that opens up, select Refund to Patient.
6. A window will drop down; select the TopsPay payment you wish to refund and click Use Selected Transaction.
7. Click Process Charges and Payments.
8. The amount selected will be refunded to the original form of payment; you're done!