Refund of Client Credit Balances

This is the best way to refund a client for payments that have not been applied to any claims. 

Add a flag labeled: Check returned/refunded outside of Evolv to Finance > Remittance Processing > Remittance Receipts > Receipt to signify that check was refunded or returned outside of myEvolv. This will reverse the GL entries and prevent the check from being applied to claims. To show this flag, must be made visible in:

Form Family: Checks for a self pay Vendor 

Form: Checks from a self payor.

Note: To refund a client for payments that have been applied to a claim, this would be treated as a credit invoice, action VI. See Create Credit Invoices for details.