wawa fertility

Add credit to patient financial balances.

Overview: Credit Notes

Learn what deposits are in the wawa platform, and how to use them.

Overview: Deposits in the wawa platform

Collect upfront funds and apply them later – no more manual tracking

How do I take deposits by card for credit?

Issue credit notes for partial invoices amounts based on specific invoiced items.

How do I issue a partial credit note?

Learn how to easily process refunds to patients directly within the platform.

How do I process a full refund?

Issue refunds for partial amounts by using credit notes.

How do I process a partial refund?

Read more about taking deposits with different payment methods.

Can I take deposits without a credit card?

Learn how to record refunds in the wawa platform for payment methods such as cash transfers.

How do I record an offline refund?

When a patient is issued a refund, they receive an email detailing the transaction.

What do patients see when they get a refund?

Gabby Adams

Adjust patients' account balances as needed. 

Deposits, Credit Notes, and Refunds

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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