Clicking on a TXN ID for any payment in the Search Results section of Transaction Search (Reports > Transaction Search) opens the Transaction Details.

On Transaction Details, you can:

• Void/refund payments.
  • Note: The button will either say Void or Refund depending on the transaction settlement status.
    • Void: Will appear if the transaction has not settled yet
    • Refund: Will appear if the transaction has settled
• Access the receipt to print it or send it as an attachment.
• Post payments to your practice management system (PMS).

See the following resources for more information:

• Articles
  • Post Payments from Transaction Search (Click-to-Post)
  • Viewing Posting Status and Details
  • About Online Payments (Balance Collect) Reporting and Posting
• Video
  • Posting Payments with Click-to-Post