An order is created when a booking is made for a medical with an associated cost.
Payments for orders can be recorded or collected via the Full Health Platform.
Payments by cash or those completed using a third-party terminal can be logged or payments can be processed via the Full Health Platform using Stripe.
A payment made by a client can be cancelled or rebated if required.
To access a payment record
- From the top bar click Clients > select Payments.
- Apply filters to find a specific record > click Filter > click on the Transaction number.
- Open the client medical > click on the Financial tab > click on the order number > click on the Payment number.
To rebate or refund a payment
- From the open Payment record > click on Cancel/Rebate?
- Select the Rebate Method.
- Full Health Medical: The rebated amount will be credited through Stripe to the client's credit card.
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- Manual: To log a refund provided in case of using a third-party payment terminal.
- Enter the Rebate Amount.
- Enter the Rebate Description. It is mandatory to provide a reason the rebate was given.
Processing times vary between financial institutions, it may take up to 10 working days for Stripe refunds to be credited to the client's account.
Although there are no technical time limitations to processing a refund, Stripe does not recommend that users create refunds more than 90 days after the payment date.
Issues after this time frame may work but increase the likelihood of an issue, such as a change of bank details.
Therefore, if you wish to make a refund after a longer period of time, Stripe recommends that you first check that the client’s account or card number is still active.
Rebate / Refund restrictions
There are a small number of restrictions to be aware of when providing rebates.
- An order must be fully paid before a rebate / refund can be processed.
- Only a single rebate transaction can be completed using Stripe.
- If a partial rebate was processed using Stripe and a further rebate is required, it must be processed manually.
- If an order has been fully paid and rebated, additional payments cannot be processed thereafter.
- If optional extras are cancelled, an order will not show a rebate amount due. It is necessary to complete a refund for any optional extras that are cancelled and thereafter edit the medical to remove optional extras.