Partial refunds can be applied across all invoices. To apply a partial refund:

  1. Navigate to the patient's profile
  2. Click on 'Invoices'
  3. Click on the invoice you would like to process a refund on
  4. Click 'Process Refund' next to the payment you would like to refund under 'Payment History'
  5. Edit the text box to indicate how much you would like to refund
  6. Click the green 'Process Refund for $XXXX' button
  7. The invoice will now show as issued. You can either apply a different form of payment to the balance or you can revise the invoice to show that the amount refunded is not due
  8. To apply a different form of payment to the balance, follow the directions here
  9. To revise the amount of the invoice so there is nothing due:
  • Click 'Revise Invoice'
  • From the drop down menu click 'Revise Amount'
  • In the box that appears adjust the amount of the charge item(s) to equal the amount that has been paid
  • Click 'Decrease by $XXXX'



The invoice will now show as paid.

How long do refunds take to process?

  • Credit card refunds can take up to 2 days to process
  • ACH or bank refunds will take up to 5 business days to process
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