Refunding a client

Payments charged through your online payments account can be partially or fully refunded. Additionally, cash, check, or external card payments can be marked as refunded to keep your bookkeeping accurate, even if the funds weren't processed through your SimplePractice account.  

To issue a refund: 

1. Navigate to Billing > Card Transactions
2. Locate the transaction
3. Click Refund

4. Enter the refund amount
5. Click Refund

Important: Refunds take 5–10 business days to appear. Processing fees from the original transaction aren’t returned.

Refunds can be issued within 180 calendar days and require the original card to remain on file.

The refund can’t be made if:

• The card was deleted and later re-added
• The client paid through the Client Portal without saving the card

If a refund doesn’t meet these requirements, you can issue it outside of SimplePractice and record it manually using the Method dropdown.  

The Card Transactions page only shows online payment transactions. If you need to refund a cash, check, or external card payment, you can do this from the client's Billing page. To do this: 

1. Navigate to the client’s Billing tab
2. Filter this page by Transactions by client

3. Click View next to the payment you'd like to refund

4. Click Refund in the upper right corner of the page

5. Enter the refund amount
6. Click Refund