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Filopto Help Manual

 

Void Payment Before the Payment is applied to the Patient account

 

Filopto permits the recording of several payments during the same payment transaction.  If you make a payment mistake you can void the payment before it is recorded by using the drop down button located in the "Amount Tendered" field displays.  All payments made in this transaction can be voided at this time by using the Void Payment button.

 

 

VoidPayment

 

 

Void Payment After the Payment is applied to the Patient account

 

  Void a Payment

           

To void payments after a payment is recorded,  see the Invoice Ledger/other tab.  The ledger permits the voiding of a selected payment or the converting of a payment to a credit memo which can be applied to other Invoice(s).

 

 

invoiceledger1

 

 

Issue a Payment Refund as a Credit Memo

 

It is possible, in certain circumstances, to issue a payment refund as a credit memo which can then be applied (transferred) to another invoice.  The option is available in the Payment Ledger screen and is only displayed if the existing payment transactions permit such an action. Once a credit memo is created it can be applied to any (single or multiple) Invoice(s).

 

 

 

E-Checks VOID

 

If you are voiding an e-check a special field will appear requesting a reason for the VOID.  Note that the void action only voids the local Filopto record (transaction).  The payment processor transaction is not voided or reversed by using this option.  The processor transaction may need to be voided or reversed at the payment processor web site depending on the transaction you are doing.  You will need to follow the payment Processor direction. ( In most cases it will be the payment processor which will inform you that the transaction has been cancelled for some reason ( meaning nothing will need to be done on their web site).  (Remember that e-checks can take up to 10+ days before it is accepted by the issuing Bank and before you are notified if they accept the charges or refuse them.

 

Void e-checks warning