payment

Answered

Follow

Leslie shasha

• November 24, 2021 18:13

Please help ! By mistake I put that my patient who owes me 1975 dollars paid everything , its a big error and cannot take off payments even following your portal instructions. Do I need to start all over again and rewrite all the dates of sessions and look at the payments that were done ? How do I fix this problem?

0

• 

  Sara

  • November 24, 2021 20:07

  Hi Leslie,

  I see that you were able to create a Help Request for this question. If the payment was selected as either a cash, check, or manual credit card payment, you can delete it by going to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment. If the payment was added as a stripe credit card payment then you will need to refund the payment by going to Billing > Card Transactions > Refund. If you need more assistance with this, one of our Customer Success team members will be responding to your Help Request shortly.

  0

  Comment actions Permalink

Post is closed for comments.