Refund Client Payment
Looking for quick access to process a refund from a client payment? Need to refund a recent credit card charge?
Below we offer quick steps to select and refund various client payment types.
Refunding a Payment
- Click Billing & Insurance from the left-hand menu
- Select the button
- Chose Patient Payments and Refunds from the drop-down
- Define the 'Payment Date', 'Therapist', 'Client' information
- Only select the Payment Type desired (such as 'Credit Card Payment' or 'Check Payment')
- Click Search
- Select the payment line item to be refunded
- Click the button
- Then Save Refund