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Issue a Partial Refund on an Invoice

How to partially refund a payment

CC Canepa avatar
Written by CC Canepa
Updated over 2 weeks ago

How to Issue a Partial Refund

  1. Navigate to the patient's profile

  2. Click on their 'Invoices' tab

  3. Click on the invoice for which you would like to issue 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. In the 'Charges' section of the revision window, change the quantity or price of the charge item

    1. To fully void & refund one of the charges on the invoice, check the box next to the charge's name in the 'Charges' section

  7. Changes made in the 'Charges' section will automatically be reflected in the 'Refunds' section

  8. Add a memo, if desired

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

  10. 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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