refund FSA credit card
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How do I refund an old transaction? It is from May 2019. The refund button is not present. I do see the refund button for more recent transactions 

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    Gillian

    Hi Nickesha, I'd be happy to help. SimplePractice's Online Payments platform does not allow charges greater than 90 days old to be refunded. You may want to write the client a check, then record the adjustment in their account by adding a Payment in a negative amount (i.e. you write a check for $100 and enter a -$100 Payment for the client). 

    Hi Nickesha, I'd be happy to help. SimplePractice's Online Payments platform does not allow charges greater than 90 days old to be refunded. You may want to write the client a check, then record the adjustment in their account by adding a Payment in a negative amount (i.e. you write a check for $100 and enter a -$100 Payment for the client). 

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    Amber Tabares

    What if the refund button is not present on a payment that IS within the last 90 days? 

    What if the refund button is not present on a payment that IS within the last 90 days? 

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    claudia amendola

    Hi Gillian, can you walk us through adding a payment in the negative amount if you write a patient a chick?  I am a little confused by how to do that. Thanks! Also-With Amber's comment too. I have two refunded copays that are less than 90 days but there is no refund button. 

    Hi Gillian, can you walk us through adding a payment in the negative amount if you write a patient a chick?  I am a little confused by how to do that. Thanks! Also-With Amber's comment too. I have two refunded copays that are less than 90 days but there is no refund button. 

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    Ayelette R

    Hi Amber and Claudia,

    I've created email requests for both of you so that our Customer Success team can take a look at the specific payments you're describing and provide guidance.

     

    Claudia,

    To enter a negative payment on a client's profile, you can add a client payment as you normally would but add a negative sign (-) prior to the amount, e.g. -$100.

    Hi Amber and Claudia,

    I've created email requests for both of you so that our Customer Success team can take a look at the specific payments you're describing and provide guidance.

     

    Claudia,

    To enter a negative payment on a client's profile, you can add a client payment as you normally would but add a negative sign (-) prior to the amount, e.g. -$100.

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    Charmaine Volkman

    If I use a negative sign when adding a payment, will the client’s credit card automatically get refunded?

    If I use a negative sign when adding a payment, will the client’s credit card automatically get refunded?

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    Ruth

    Hi Charmaine - Adding a negative payment will not refund the card you charged through our online payments processor. If you refunded your client outside of SimplePractice, you can add a negative payment to record that a refund was made. 

    Processing a refund through SimplePractice:

    If you've charged a client's credit card on file, using our online payments processor, Stripe, then you'll want to go to Billing > Card Transactions, adjust the date range to include the date of the charge you'd like to refund, then click the Refund button to the right of it. When you click Refund, you can opt to refund a different amount than that charged, so long as it's less than the original charge. You won't be able to refund charges that older than 90 days. In this case, refund the client outside of SimplePractice, then record the refund with a negative (check, cash, or manual credit card payment). Here's more on this process: How to refund a client.

     

    Hi Charmaine - Adding a negative payment will not refund the card you charged through our online payments processor. If you refunded your client outside of SimplePractice, you can add a negative payment to record that a refund was made. 

    Processing a refund through SimplePractice:

    If you've charged a client's credit card on file, using our online payments processor, Stripe, then you'll want to go to Billing > Card Transactions, adjust the date range to include the date of the charge you'd like to refund, then click the Refund button to the right of it. When you click Refund, you can opt to refund a different amount than that charged, so long as it's less than the original charge. You won't be able to refund charges that older than 90 days. In this case, refund the client outside of SimplePractice, then record the refund with a negative (check, cash, or manual credit card payment). Here's more on this process: How to refund a client.