Skip to main content

Refunding Client Credit

Follow
Ashley Houchin

I'm having trouble accounting for a client's refund. The refund is currently listed as "failed." However, the funds are not allocated. I need help resolving this matter so that we can refund our client ASAP. 

-4

Comments

10 comments

Date Votes
  • Drew Konzelman

    Any help here? +1 simplepractice.

    Please respond to your customer base. 

    0
    Comment actions Permalink
  • Brittany Haney Navetta

    I would also like assistance with this. Thanks!

    0
    Comment actions Permalink
  • Laurie Burns, M.S., MFT

    Hello 

    Same here.  How do I refund a credit card charge as

    per my client's request.

     

    Thank you in advance.

    Laurie Burns

     

    0
    Comment actions Permalink
  • Angelique Gutekunst

    Same here!

     

    0
    Comment actions Permalink
  • Kimberly Williams

    Ditto. How to issue a client refund?

    0
    Comment actions Permalink
  • Kimberly Williams

    Just did the refund and it was super easy. 

    Billing -> Card Transactions -> Enter Client Name -> Chose Transaction -> I did partial refund and you fill that in at the bottom of the invoice. Says it was refunded although the credit still shows. Hopeful it will balance out shortly as it says it can take serval days. Who knows?

    0
    Comment actions Permalink
  • Heather Newcomb

    Hello,

    I have already attempted to refund a client. However, the client reports that they have not received the funds. Help!

    1
    Comment actions Permalink
  • Heather Floyd-Haupt

    Not helpful

    0
    Comment actions Permalink
  • Brett Jossis

    We've had similar issues when trying to issue refunds. The system will say we can't because the payment has already been allocated. Are others getting this error message? To get around this error message, we have to delete the original invoice and then issue the refund. It works, but also messes up the income allocation reports (although the report(s) have the correct totals, they don't accurately capture the original payment and refund).

    If you need billing help, please visit my website: www.solventsolutions.com. I'm happy to help with billing questions or concerns, even if you don't want to hire a third-party billing company. 

    0
    Comment actions Permalink
  • Dr. Laura Bonnemort

    I am having the same issue...why is it so challenging to obtain customer service support from SP? This is very concerning...

    0
    Comment actions Permalink

Please sign in to leave a comment.

Didn't find what you were looking for?

New post