Need to find the actual date of service in order to refund

This was my original question:

How do I determine the date of service when the credit card was charged at a later date? I need to refund 3 dates and cannot determine the individual dates by looking at the credit card transaction report.

Hi Kris,

To view the date that a credit card was charged, go to the client's Overview page > Billing > filter by Transactions. This will then show you the date for those three appointments so that you can then find them and refund the client.

Sara

Hi Sara, I am unable to respond to you directly so I am starting a new thread. I followed your instructions and the date that is given is the date that the credit card was processed, not the date of service. I processed several appt dates on the same date. Is there a way to refund the exact date? My previous credit card company allowed me to enter the DOS in the notes field. Does Simplepractice have any way to note this if the card is not processed on the date of service?

October 26, 2021 17:54

Currently there is not a way to search a specific service date and refund for that date. Instead you will need to go to the Billing tab and find the payment that correlates with the date of service that you would like to refund. On the client's the client's Overview page > Billing page you can filter by All Billable Items and see the order in which payments were added with the dates of service.

Need to find the actual date of service in order to refund

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