# Refund

The **Refund** feature allows staff to return the collected invoice amount to the patient when required. This option is available directly from the Invoice screen and ensures that financial records are updated accurately. The refunded amount is recorded and reflected in both the invoice and reports.

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### Steps to Refund the collected amount in the Invoice

* Open the **Invoice** screen by navigating to **Home > Billing > Invoice**.
* Locate and open the relevant invoice.
* In the **Invoice Details** section:
  * Select the **Show Credit** checkbox.
  * From the dropdown list, select **Refund**.
  * Use the date picker to select the **Refund Date**.
  * Enter the refund amount in the **Credit** column.

    <figure><img src="/files/re7Bjhya1uKeJKM5YEBj" alt=""><figcaption></figcaption></figure>
* The **Refund Options** section now appears below the **Invoice Details** section.&#x20;

  <figure><img src="/files/NvvMrywbKhCFbqNk8nPL" alt=""><figcaption></figcaption></figure>

  Select the appropriate refund mode, enter the total refund amount, and optionally provide refund remarks.

  <figure><img src="/files/Br2XOpZyTwTsmiJcSk59" alt=""><figcaption></figcaption></figure>

  ***Note:** If required, use the **Enable Refund Option** toggle to show or hide the **Payment Options** section. This allows staff to view the collected payment amount as needed.*
* Finally, **save** the invoice to complete the refund process.

{% hint style="info" %}
If the **Refund Remarks Config** is enabled in the application configuration, staff can use the **Refund Remarks** dropdown to select the required option.
{% endhint %}

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### Steps to Edit a Refund

* Open the **Invoice** screen by navigating to **Home > Billing > Invoice**.
* Locate and open the relevant invoice.
* If required, modify the refund amount in the **Credit** column for the applicable item in the **Invoice Details** section.
* In the **Refund Options** section, update the corresponding refund details as required:
  * Refund Amount
  * Refund Mode(for example, Cash or Card)
  * Refund Remarks (if applicable)

    <figure><img src="/files/dKgp1qcbcSQYaTok4m8n" alt=""><figcaption></figcaption></figure>
* Click **Save** to update the refund information. The updated refund details will be reflected in the invoice and related financial reports.

{% hint style="info" %}
The total amount entered in the **Refund Options** section must match the refund amount specified in the **Credit** column for the corresponding item. This ensures accurate financial tracking and reporting.
{% endhint %}

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