Void or Refund a Credit Card Transaction

Once a credit card payment has been processed, there is a limited period of time when it can be voided. Once that limited period of time has passed, the payment can no longer be voided. The payment then can only be refunded.

Jump to Section: 

Void a Pending Credit Card Transaction

1. Once a credit card payment has been processed, it can be viewed by clicking on the Patient Payments tab in the Patient Payment window.
   
   
    
2. The Patient Payments window will show you a history of all payments received from this client. 
   • A credit card payment will initially show as Pending until Vantage has processed the payment, at which time the Status will change to Posted.
   • For directions on how to make sure you have the most updated Status, see the Check Status of an Electronic Payment article.

     NOTE: The Status of a payment will be Pending immediately after the payment is created until Vantage has completed the processing of the payment. The period of time that a payment is in Pending status varies. It could be as long as 24 hours.

3. While the payment Status is Pending, right-click on the payment line > click Void Transaction.
   
   
    
4. A message will appear that the transaction was successfully voided, as well as the Status is updated to Voided.
   
   

Refund a Posted Credit Card Transaction

1. Follow steps 1-2 above.
2. While the payment Status is Posted, right-click on the payment line > click Refund Transaction.
   
   
    
3. The Status is updated to Refunded.
   
   

[Back to Top]