NextGen Knowledge Center

Apply a Credit to a Posted Batch on the Next Day

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. Open NextGen® Enterprise PM.
  2. From the main toolbar, select the Posting button.
    The Batch Posting window opens.
  3. Right-click the batch, and then select Set as Active Batch.
  4. Open Patient Chart > Encounter > Transactions sub-tab.
  5. Select the encounter with the posted transaction.
  6. Right-click the transaction and select Credit Card Credit.
    • If the transaction is settled, the Payment Entry window opens with the credit amounts filled in both the encounter and line item payment fields.
    • If the transaction is not settled, a message appears that the only option is to void the original transaction for the full amount. Skip to next step.
  7. Select Save.
    A message appears stating that the credit card ending in #### going to credit with $xx.xx and if you wanted to continue.
  8. Select Yes.
    A message appears stating that the electronic transaction is not settled and credited, and void is going to create. It also notes that the full amount of the original sale will be voided, and if you wanted to continue.
  9. 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.
  10. Select OK.
Apply a Credit to a Posted Batch on the Next Day