Volition 1
Open All Invoices and click the invoice you need to adjust.
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Click the Adjustments button. It offers Refund for returning money already paid, Write off for forgiving an outstanding balance, and Void for cancelling the invoice entirely.
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Let’s record a refund.
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Enter the amount to refund. It can’t exceed what’s been paid.
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Give a reason — it’s kept on the invoice for your records.
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Click Record Refund.
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The refund appears on the invoice, and the patient’s account ledger is updated to match.
Which adjustment do I need?
Refund returns money already paid. Write-off forgives an outstanding balance without payment. Void cancels the invoice entirely — its number is preserved for audit and recorded payments stay in the patient’s ledger.