Remove a credit b/c mailed client check to refund

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Kelly E. Tull

• December 07, 2022 17:10

Cl had a credit on her account, so I mailed her a check to refund her as i could not refund the original form of payment b/c it was too long ago. How do I get the credit so it no longer shows as a credit on her account???

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  Dena Williams

  • December 11, 2022 04:35

  Please help with this issue. This question has been asked on a couple of occasions since the update. 

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  Kelly E. Tull

  • December 29, 2022 14:22

  Please help with this

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  Sarah Gracz

  • December 29, 2022 16:09

  How can we get an answer on this? This new update has really been a mess when it comes to refunds.

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  Kelly E. Tull

  • December 29, 2022 17:03

  Sarah, I agree!!

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  Merrill Shattuck LMHC

  • December 30, 2022 00:09

  I had the same problem and finally found an answer here: https://support.simplepractice.com/hc/en-us/articles/8497757602957-Navigating-client-payments#refundinga.

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