Refunds

This article explains how to create refunds in Bp Omni. Refunds can be created for paid invoices, partial or full payments, and credit notes.

Refund a paid invoice

1. To refund a paid invoice, go to Finance > General Accounts. The General Accounts screen will appear.
2. Find the invoice you want to refund and click on the Invoice link.



TIP   

Use the filters at the top of the screen to refine your search. You can filter by patient name, transaction, invoice status, billed to, provider, date, include or exclude ACC, or limit the view to invoices only.



3. Click the Paid drop-down menu button and select Credit / refund. The Credit screen will open.



4. Select the refund Type: Full Invoice or Selected Items.



5. Click Refund.
6. Select a Payment method for the refund from the drop down selection.

TIP   Enter the payment method used when physically refunding to the patient or account holder.



7. Click Refund invoice.

Refund a credit

1. To refund an unallocated credit, go to Finance > General Accounts. The General Accounts screen will appear.
2. Set the Type filter at the top of the screen to Credit. The General Account screen will display a filtered view of all Credit Transactions.



3. Find the credit you want to refund and click on the Credit link. The Credit screen will open.



4. Click Refund.





5. Select a Payment method for the refund from the drop down selection.
6. Click Refund credit.

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Last updated: 04 August 2025.