Refunding a credit card payment

Here's how to refund a credit card payment to a client:

  1. Click Billing on the left side of the home page.
  2. Click Credit Card Charges, as shown below.refund-1.png
  3. Find the transaction in the list of payments and place the cursor over the charge to view  a Refund link.refund-2.gif
  4.  Click the Refund link, then click OK to verify that you want to perform a refund.refund-3.png
  5. After a moment, you will see a new transaction appear for the refund. The new transaction will have a red Refunded tag.

Note: You cannot refund a payment that is older than 90 days.

Points to keep in mind:

  • Once issued, a refund cannot be canceled.
  • If you refund a payment that is already part of a Statement or Superbill, then delete the Statement or Superbill and re-generate so your account reconciles correctly.
  • If for some reason you are not able to issue a refund directly from SimplePractice, you can do so from your Stripe dashboard. 
  • We submit refund requests to your customer’s bank immediately. Your customer sees the refund as a credit in approximately 5-10 business days later, depending upon the 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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