Refund or adjust a payment
Refunds, credits, and write-offs change financial history and should follow clinic policy.
Before you begin
Refunds require an admin. Credits and write-offs require billing access.
1. Review the invoice history
Open the invoice and confirm the original payment, method, amount, and current balance before changing anything.
2. Choose refund, credit, or write-off
Refund a specific payment when money should be returned. Use a credit or write-off when clinic policy calls for a balance adjustment instead.
3. Enter a clear reason
Provide the operational reason and confirm the updated balance. Card payments are refunded through Stripe when applicable.