Hi - could someone help me please ?
We have had a new patient booked in and the payment was made by another of our patients as a gift but the new patient has refused to attend. How can you transfer the payment to the original gift giver ?
This is how I would deal with it:
If it is a credit on the first person’s profile then add a negative payment and it will cancel it out. Then add a new credit to the other person’s profile and just write a note in the payments what has happened so you always have a trail when you look back and query it.
If it was an invoice you can now ‘reverse’ the invoice so it becomes a credit note - probably best you search for refunds in the help section to show you how to do it.