You can easily process refunds for payments made through your linked payment processor, as well as record refunds for payments collected outside of Practice Better.
Steps to Refund a Payment
- Go to My Practice > Billing & Payments
- Click on the More Options menu (3 dots) beside a Paid invoice.
- Select the Refund option. Note that this option is only available for invoices with a payment history.
Refund Page Overview
On the Refund page, you will see a list of all payments made for the selected invoice.
If payments were collected in installments, all items will be listed here.
Click the Select button next to the payment item you wish to refund. If the button is disabled, it indicates that the payment has already been fully refunded.
Specifying Refund Amount
- Enter the amount you wish to refund. If this refund is due to a cancellation, consider processing a partial refund if the client has incurred a cancellation penalty.
- Add Optional Note: You can include an optional note to provide context for the refund.
- Submit Refund: Click Submit to confirm and process the refund.
- If the payment's original source was through Practice Better Payments or your integrated Square account, the funds will be returned to the client's payment method.
Important Considerations
- Processing Time: Depending on your payment processor, refunds may take up to 10 days to appear on your client's statement.
- External Payments: If you are refunding a payment made externally, you must refund the client using the original payment method. Recording a refund in Practice Better does not automatically refund the original source.
If you need to refund Interac Debit transactions made on the Practice Better Payments Terminal Reader, click here for specific instructions.