Before you begin
The Refund option will only appear if the client has a balance in Account Credit (Unapplied Payments). If no funds are available, the option will not appear.
You cannot refund more than the available Account Credit balance.
Issue a refund from account credit
Open the client record and select Payments to open the Payments panel.
Select the Account tab at the top of the Payments panel.
Set Type to Refund.
Select the refund Method (eg, CareCredit, Credit/Debit Card, Cash, Check).
Enter a Transaction ID if applicable (optional).
Enter the refund Amount. Select the amount field to see quick-select options based on the available Account Credit balance (50%, 75%, or 100% of the balance).
Add a Note if needed (optional).
Select Record Transaction to complete the refund.
Note: The Account Credit balance and quick-select percentage options (50%, 75%, 100%) are calculated from the total Unapplied Payments amount shown on the client's Financials screen.
Frequently asked questions
Where do I see the client's current Account Credit balance?
The Account Credit (Unapplied Payments) balance is displayed on the client's Financials tab, below the Account Balance summary.
Why don't I see the Refund option?
The Refund type will not appear in the Account tab if the client has no funds in Account Credit. Check the Financials tab to confirm whether a credit balance exists.
Can I issue a partial refund?
Yes. Enter any amount up to the full Account Credit balance, or use the quick-select options (50%, 75%, 100%) to populate a common refund amount.
Still need help?
Contact support via live chat or email at [email protected].