How to Issue a Refund

OPUL allows you to issue a refund from any previous transaction. There are two ways you can refund a transaction, on a Patient Profile or the Practice Activity report. If you are issuing a refund for a credit card payment within 25 minutes of the original payment, the refund will be processed as a void.

Note: If you issue a refund for a credit card payment that was originally processed on the OPUL device, please ensure that your device is on and connected to the internet before processing the refund.

How to issue a refund on a Patient Profile

Step 1: Log in to OPUL.

Step 2: Select or Search for the client’s name under Patients that you would like to issue the refund for.

Step 3: Scroll down to the Patient Activity section and find the transaction that you are looking to refund. If you don’t see the transaction, click View All to see all transactions.

Step 4: Select the arrow on the left to expand the transaction’s details.

Step 5: Select Refund.

Step 6: If you’d like the refund of the full transaction back to the original payment method, enter in a refund reason and click Refund. If you’d like to complete a partial refund, or refund back to practice credit so the funds can be used later, click Edit Refund Amounts and specify how much you want to refund under each payment method, then click Refund.

How to issue a refund on the Practice Activity report

Step 1: Log in to OPUL.

Step 2: Click on Insights. Select or Search for the transaction that you would like to issue the refund for.

Step 3: Select Refund.

Step 4: If you’d like the refund the full transaction back to the original payment method, enter in a refund reason and click Refund. If you’d like to complete a partial refund, or refund back to practice credit so the funds can be used later, click Edit Refund Amounts and specify how much you want to refund under each payment method, then click Refund.

Have Questions? Contact OPUL Customer Support at

hello@OPUL.com or (925) 678-5377 for assistance

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