Apply a Credit to a Posted Batch on the Same Day

Help Guide for NextGen® Enterprise PM 8

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. Note: If you attempt to apply a credit before the credit card company has settled the transaction, a message displays that the only option is to void the original transaction for the full amount. Set the batch as an active batch. Open the Patient Chart and select the Encounter tab and then the Transactions sub-tab. Select the encounter with the posted transaction. 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

Help Guide for NextGen® Enterprise PM 8

Void Transactions Next Day in an Unposted Batch

On the day after a credit card transaction or beyond, you can void the transaction when the batch is still unposted. In this case, a credit is issued to the card. Note: A void is not permitted on the second day or beyond and a credit is sent to the payer. Access the transaction batch. Access the transaction ledger. Locate the encounter with the credit card transaction. Open the transaction on the Payment Entry window. Select Delete. A message displays saying the transaction will be deleted and the electronic transaction for the card ending in #### will be voided and if you wanted to continue. Select Yes to continue. The system deletes the transaction and sends the credit transaction for the entire transaction amount to the NextGen® Pay powered by InstaMed transaction processor. A message displays saying that the transaction for the card ending in #### has been voided. Note: If you select No, the delete or credit procedure is canceled and the Payment Entry window displays with no change

Help Guide for NextGen® Enterprise PM 8

Void Transactions Same Day in an Unposted Batch

You can void a credit card transaction that is in an unposted batch occurring on the same day. Access the transaction batch. Locate the encounter with the credit card transaction. Open the transaction on the Payment Entry window. Select Delete. A message displays saying the transaction will be deleted and the electronic transaction for the card ending in #### will be voided and if you wanted to continue. Select Yes to continue. The system sends a void transaction to the NextGen® Pay powered by InstaMed transaction processor and deletes the transaction. Note: If you Select No, the delete or void procedure is canceled and the Payment Entry window opens with no changes made. Parent topic: Void Credit Card and Check Transactions

Help Guide for NextGen® Enterprise PM 8

Issue Partial Credits

When a credit card was used for an electronic transaction, you can credit the entire transaction amount or any amount less than the original transaction. However, partial credits are not issued for an original credit card payment that is not applied. You can issue partial credit card payments for any original line-item transactions that have been settled with the transaction processor. The transaction must be at least one day old. To enable partial credits, access Practice Preferences > Preferences List > Payment Processing, and then select the Allow partial credit on credit card payments check box. Create an active transaction batch. Open the Patient Chart > Encounter > Transactions subtab. Locate and select the encounter with the credit card transaction, right-click, and then select Credit Card Credit. By default, the transaction code and transaction amount from the original transaction display. Manually change the amount in the CC Amt field to create the partial credit. The amount w

Help Guide for NextGen® Enterprise PM 8

Void Credit Card and Check Transactions

To void the transaction, delete the transaction from the batch ledger. Credit card transactions can be deleted if both of the following conditions are met: The deleted transaction occurs on the same day as the associated transaction that is posted. The transaction batch is unposted. A transaction in an unposted batch that has been processed with a credit card cannot be edited, but it can be deleted and re-entered as a new payment. An unsettled transaction in an unposted batch can be deleted on the same day as the transaction. The application voids the credit card transaction when you delete a record, and you must run the credit card again when entering the new transaction. After the first day, an unposted transaction is settled and cannot be deleted, so the system credits the transaction. Any posted credit card transaction, regardless of being settled or not, can only be credited. You cannot send voids or credits for ACH (electronic check) transactions or for transactions created as a

Help Guide for NextGen® Enterprise PM 8

Apply a Credit to a Posted Batch on the Same Day

You cannot delete a payment after it has been posted. You can void a transaction that has posted but has not settled on the same day. If you attempt to apply a credit before the credit card company has settled the transaction, you must void the original transaction for the full amount. Set the batch as an active batch. Open the Patient Chart. Select the Encounter tab and then select the Transactions tab. Select the encounter with the posted transaction. Right-click the transaction and select Credit Card Credit. The application displays a message indicating that the electronic transaction has not been settled and cannot be credited, and the full amount of the original sale will be voided. To void the original transaction for the full amount, select Yes. The application credits the transaction and the transaction processor (TransFirst or InstaMed) voids the transaction. The application displays a message indicating the transaction for the card has been voided. After you select Yes, the t

Apply a Credit to a Posted Batch on the Same Day

Recommendations

Apply a Credit to a Posted Batch on the Next Day

Void Transactions Next Day in an Unposted Batch

Void Transactions Same Day in an Unposted Batch

Issue Partial Credits

Void Credit Card and Check Transactions

Apply a Credit to a Posted Batch on the Same Day

Apply a Credit to a Posted Batch on the Next Day

Void Transactions Next Day in an Unposted Batch

Void Transactions Same Day in an Unposted Batch

Issue Partial Credits

Void Credit Card and Check Transactions

Apply a Credit to a Posted Batch on the Same Day