Refunds can be issued on Credit Card Payment.

Refunds cannot be performed directly to a patient's checking or savings account via an ACH transaction. Instead process a check or debit refund. When issuing a Refund, the credit is posted as a negative to the patient account.

Refund steps in Royal dental Software vary depending on the reason a refund is given. First follow steps for an Royal dental Software Refund before entering the refund for the credit card processor.

When processing a credit card refund, the Credit Card Transaction Details will be automatically added to the payment note. Payments allocated to procedures for multiple family members will post to each patient account.

If multiple card processing programs are enabled, and a card or account is selected, use the program listed next to the number to process the payment. Otherwise, the user will be prompted to enter new card or account information.

XCharge

1. Click the XCharge (OpenEdge) button to initiate the credit card processor.
2. Select Return as the transaction type.
   • If this card is already stored in the Credit Card Manage window, it will immediately process the return. No additional steps are needed.
   • If this is a new card, proceed to step 3.
3. Check Save Token to safely store the card on file then click OK to enter the new card information.
4. Click Process or F12.

EdgeExpress

1. Click the Edge Express button to initiate the credit card processor.
2. Select Return as the transaction type.
3. Select the Card Entry Method.
4. Enter the Transaction ID from the original payment.
5. Click OK.

PayConnect

1. Click the PayConnect button to initiate the credit card processor.
2. Select Return as the transaction type.
3. (for new cards) Enter the card information and check Save Token to safely store the card on file.
4. Enter the Reference Number or Transaction ID from the original payment.
5. Ensure the amount in the PayConnect window is entered as a positive.
6. Click OK.

PaySimple

1. Click the PaySimple button to initiate the credit card processor.
2. Select Return as the transaction type.
3. (for new cards or account) Enter the card information and uncheck One-Time Payment to safely store the card on file.
4. Enter the Transaction ID in the Ref Number field.
5. Click OK.