This will be very helpful for our operational needs. Much like everyone else commenting, the work arounds are quite difficult and unprofessional. Thank you for your consideration, and I hope this will happen :)
This is the second time I've commented on this issue and the need for Theranest to resolve this functionality. At least provide a response to the many people who have reached out to you over the past 5 years, to explain why this is not being addressed. You cannot continue asking professionals and businesses to come up with work arounds, this is a matter of effective accounting as well as appropriate client care.
This is still an ongoing problem for us. Our old physical machine and the current virtual terminal we use both have this capability. It's a very common feature in the world of credit card payments, so Theranest really needs to make this a priority.
We've made this request multiple times over the last several years, but we really need the ability to do partial refunds on credit card payments taken in Theranest. We don't do them often, but when we do, our only option is to send the client a check. But then there's no way to remove that payment in the ledger, which makes our year-end revenue look higher than it actually is, which affects our tax burden.
Please add this functionality- without it , it directly affects the Theranest report
With insurance deductibles and and co-insurance ever changing. there really needs to be away for the reports to line up with the ledger..
If you won't let us refund partial CC payments then we need to be able to put in a negative balance for a check that was written for a partial refund.. otherwise our reporting is off
What is the update on allowing partial refunds?? No other EMR / CC system I have used has this limited functionality. I have always been able to make partial refunds.
This is the primary reason I don't use TN for my CC processing. Also the primary reason why I'm shopping around for a new EHR. Please add this. TheraNest is mostly great, but this is a real issue, especially for people dealing with insurance.
Is this something that is being worked on? It would be great for this feature to be added. It would be much more efficient than needing to write and mail out paper checks as well as having to make those manual adjustments to the ledger too.
Please include an option for a partial refund. Otherwise, we have to refund an entire sum when only a portion is due, and then ask clients to pay all a fee all over again.
I can't believe they still haven't added this 4 years later! I just experienced this today, and now we have to charge a client twice after they were overcharged the first time. It's incredibly unprofessional. I agree with the comment that states there should at least be a warning that you can't partially refund or stop a refund once it's been processed. Not every client is content with an account credit, some just want their money back.
