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; go to View > Patient Info or press Command I.
2. Verify that the payment has been deposited. If it 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 New Transactions window; go to Action > New Transaction or press Command T.
4. Confirm that the Use TopsPay box on the bottom right corner is checked.
5. Select [+] Account Adjustment and enter your Tops Ortho password.
6. Select Refund to Patient in the dropdown menu that displays.
7. A window will drop down; select the TopsPay payment you wish to refund and click Use Selected Transaction. If the payment you wish to refund shows grayed out, see the message in green below.
8. Click Process Charges and Payments.
9. The amount selected will be refunded to the card used in the original payment.