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Refunding a Client Credit

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10 comments

  • Patricia B. Jones

    Same question here. I need to refund the client's credit back to the client's credit card. How do I do this?

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  • Gillian

    Hi Nikki and Patricia, I'd be happy to help with this. To refund a client and remove their credit on file, visit Billing > Card Transactions. Find the transaction you'd like to fully or partially refund, then click Refund. Please note that only transactions that are less than 90 days old can be refunded.

    If you don't use Online Payments powered by Stripe, or if you need to refund a cash, check, or Manual card payment, simply enter a negative Payment in the amount you'd like to refund. For example, if my client has a $50 credit, I can enter a -$50 Payment to remove the credit. 

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  • Nikki D. Lee

    Hi Gillian, this is a specific client issue. How do I put in a ticket for assistance with this as it involves insurance denials and now a credit?

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  • Ruth

    H Nikki, If you'd like us to investigate a specific client, please use this link to submit a Help Request. You can also submit a Help Request from your SimplePractice account by clicking on the "?" icon to the bottom right > Get Help > Ask Question > No, need more help > Contact Support > Email Help Request. 

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  • Carol Cundiff

    If a credit is issued to the client's card, does Stripe charge for the refund just as they do for the payment made by the client?

     

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  • Amy Griffin (J. Alexander)

    How do we refund a client if the dates of service are more than 90 days in the past?  

     

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  • Gillian

    Hi Carol, the Stripe fee is charged only once, and is not incurred again when you refund a client. Amy, most of our customers choose to refund payments older than 90 days by writing the client a check. You can then denote the refund by adding a negative Payment to the client's chart in the amount of the refund.

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  • Alexandria S. AuCoin

    When I attempt to issue a credit by putting in a negative amount, I get a message that says "Amount must be greater than 0."  Now what?

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  • Kaerensa Craft

    Gillian, can a refund be issued for less than the payment that was made?

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  • Brian Hampel

    Alexandria S. AuCoin, that is what I am encountering as well! Does anyone have any idea how to fix that? It sounds simple enough to entering a negative amount in the payment area, but when I do so it says "amount must be greater than 0"

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