NextGen Knowledge Center

Apply a Credit to a Posted Batch on the Next Day

You can apply a credit for a transaction on any day after the transaction has posted and settled. The application creates the credit and sends the void transaction request to the NextGen® Pay powered by InstaMed processor. The transaction processor then applies the credit to the transaction.

  1. Set the batch as an active batch.
  2. Open the Patient Chart and select the Encounter tab and then the Transactions sub-tab.
  3. Select the encounter with the posted transaction.
  4. Right-click on the transaction and select Credit Card Credit.
    • If the transaction is settled, the Payment Entry window opens with the credit amounts populated in both the encounter and line item payment fields.
    • If the transaction is not settled, a message displays that the only option is to void the original transaction for the full amount. Skip to step 7.
  5. Select Save.
    A message displays stating that the credit card ending in #### will be credited $xx.xx and if you wanted to continue.
  6. Select Yes.
    A message displays stating that this electronic transaction has not been settled and cannot be credited, and void will be created. It also notes that the full amount of the original sale will be voided, and if you wanted to continue.
  7. Select Yes.
    A message displays stating that the transaction for the card ending in #### has been voided. The system credits the transaction and the NextGen® Pay powered by InstaMed transaction processor voids the transaction. After you select Yes, the transaction batch must be posted.
  8. Select OK.