Payment to Patient / Medical Aid is when you want to do a "REFUND" to the Patient or Medical Aid
Use this transaction when the Debtor / Patient or Medical Aid has overpaid the account

• Go to the Med Debs screen
• Click on the "Transactions" icon and select "Payment to Patient / Medical Aid" from the drop-down menu
  

• Select the applicable "Cashbook" the Receipt that you want to refund is posted in and press "OK"
  

• Select the applicable "Period"
  
• Click on "OK" or use the shortcut key (F2)
  

Invoice Level

• Part 1 (Header)
  
• Enter the Information in the HEADER (Part 1) of the receipt: 
• Transaction: Patient or Medical Aid Refund)
• Description: Any reason for the refund
• Payment: What cashbook the refund is done on
• Use the "TAB" key to navigate through the system
• Enter the "AMOUNT" that is being refunded
• Press "TAB" to go to the following screen

• NOTE: Will look as follow when completed

• Part 2 (Debtor)
  
• Enter the Deb Number or "TAB" to search through the Debtor list.
• Press TAB
• Leave the amount the same like completed above (R621.60)
• Press "TAB" until you get to the linking part

NOTE: 

• The Level (F4) defaults is on "Invoice". Leave it like this unless you link per item.
  
• Do not tick / select "Between dates" and "Auto allocate" functions

• Part 3 (Detail)
  
• A list of the outstanding "Receipts", are reflected.
• Select the correct Receipt to refund
• Allocate the refund amount to link to the Receipt by:
• Entering the refund amount in the "Received" column at the correct Receipt

• Press "TAB"
• The Receipt line will turn Blue
• At the bottom of the screen the "Balance / Receipt Amount and Journals" must be = R0.00
• Click on "DONE"

• Following screen will be seen
• Click on DONE

• Select "Continue" when you get the following pop up

• The following screen will pop up
  
• Click on "EXIT"
• Select "Post"

• Refund is now posted and receipts are linked on the account.