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Issue a Partial Refund on an Invoice
Issue a Partial Refund on an Invoice

How to partially refund a payment

CC Canepa avatar
Written by CC Canepa
Updated over a week ago

How to Issue a Partial Refund

  1. Navigate to the patient's profile

  2. Click on 'Invoices'

  3. Click on the invoice for which you would like to process a refund

  4. Click on the orange 'Process Refund' button in the upper-right corner of the invoice

  5. Select 'Partial Refund' in the upper-right corner of the revision window.

  6. If you would like to record a partial external refund (e.g. a refund issued via cash or check), click 'Change refund method' and select 'Check' or 'Other'.

  7. To fully refund a charge item, check the box next to the item's name in the 'Charges' section

  8. To partially refund a charge, change the quantity or price of the item

  9. Changes made in the 'Charges' section will automatically be adjusted in the 'Refunds' section

  10. Add a memo, if desired

  11. Click the orange 'Process Refund' button at the bottom of the revision window to process/record the refund

How long do refunds take to process?

  • Credit card refunds can take up to 2 days to process

  • ACH or bank refunds can take up to 5 business days to process

Can I cancel a refund?

  • Once initiated, a refund cannot be canceled. You will need to process payment on the invoice again to recoup the funds.

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