19.13.11. Refund With Different Payment Method
Refund with a different payment type
If the original payment was made by credit card, your clinic should default to refunding that same card. While alternative refund methods (e.g., cash, check, or a different card) are available, they should only be used if there's an issue with the original card.
Why this matters: Refunding to a different method can lead to duplicate refunds. A client could dispute the original charge and receive a chargeback, while also receiving your manual refund—resulting in them being refunded twice. Refunding to the original card helps prevent this risk. That said, exceptions may arise where an alternative method is necessary.
- From the refund window, the default refund method will be the same as the original payment.
- Choose the option next to this to refund using a different payment method.
What if you refund a client using cash or check and the original payment was Credit Card POS or Online?
Refunding as Cash or Check will cross-post the transaction to MX Merchant since the original payment was processed there. This simply notates in MX Merchant that the credit card was refunded using a different payment type. Once refunded, the transaction details cannot be revised or voided.