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Refunding a client outside of simple practice




  • Suzette J. Lawler Sankar

    I would like to know this also.  Thanks! 

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  • Sarah Kulig

    Hi Suzette—I’m ending up getting a cashier’s check and signing it over to the client. There isn’t a way to do this through a credit card since the transactions are over 90 days old (based on numerous emails with SP). If my client had copays in the future, I’d keep the credit and use it toward future sessions, but their insurance is covering copays through the end of 2020 at least, so they opted to get the refund. SP sent me a link to how to record the refund manually so I have documentation in my system that I’ve given them the check. 

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  • Ruth

    Hi Sarah and Suzette - Like Sarah mentioned, if you charged your client's card through SimplePractice more than 90 days ago, you won't be able to refund their card directly.

    You'll want to refund them outside of SimplePractice and account for this in your client's file by adding a negative payment and select a manual payment type: Manual Credit Card, Cash, or Check. Find out more here: Refunding a client. 

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