I find it so hard to process refunds and clear off bad debt. I follow the support instructions but sometimes it works and sometimes it doesn't! there needs to be a much easier way to do it. Instead of having to put invoices on and take payments and add notes maybe just a ‘Refund’ button which automatically takes the money off the account. Same for correcting patient debt, it feels like its such a long process just to do a simple task :(
+10- Crowned Member
I’ve also complained about this before. Doing a refund should be the most basic of tasks. Dentally are aware of this but it has not been a priority for them rather bizarrely. Having to create fake zero value invoices to allocate that against a refund or treatment plan should not be the way to process a refund.
Unfortunately I end up having to call the support line to get them to do this financial gymnastics to refund a payment.
+4- Community Manager
Hi! Thank you for your feedback and I’m sorry to hear that you’re experiencing inconsistencies with processing refunds. This is on our roadmap to investigate and review and I will update the thread here with any future changes and improvements.
+2- Enthusiast
I couldnt agree more. This task should be quick and simple but it ends up taking forever with having to contact support. The method of refund doesnt work consistently, small tasks as pm such as refunds now carve out a lot more of my time than ideal.
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