Refunding a credit card payment

Follow

1. Click on Billing on the left side of the home page.

2. Click on the Credit Card Charges button.

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3. Find the transaction in the list of payments and place your cursor over it to see a Refund link appear.

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4. Click on the Refund link and select OK on the popup asking you to verify that you want to perform a refund.

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5. After a moment, you will see a new transaction appear for the refund. The new transaction will have a red Refunded tag.

Note: 

  • Once issued, a refund cannot be canceled.
  • If you refund a payment that is already part of a Statement or Superbill, then we recommend you delete the Statement or Superbill and re-generate them so they reconcile correctly.
  • You cannot refund a payment that is older than 90 days.
  • If for some reason you are not able to issue a refund directly from SimplePractice, you can do so from your Stripe dashboard. There’s a guide to that here.
  • We submit refund requests to your customer’s bank immediately. Your customer sees the refund as a credit approximately 5-10 business days later, depending upon their bank.
  • Some refunds—those issued shortly after the original charge—appear in the form of a reversal instead of a refund. In the case of a reversal, the original charge drops off the customer’s statement, and a separate credit is not issued.

 

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