Overview

Accessible via your Services menu or the client record, you are now able to issue refunds and credit notes directly through Practice.

Issuing a refund

Go to Services > Transactions

Once you click into an invoice paid through Stripe, you should be given an option to either issue a refund or a credit note:

When issuing a refund, you are given a few fields:

1. The refund amount: You can only refund the amount charged *or* the amount left over on the invoice if a refund has already been given.

2. Reason: We follow Stripe's standards on this

3. Details: This is an internal field for you to track 

The refund will then show up as a note at the bottom of the invoice

Issuing a credit note

1. Credit amount: Can't be bigger than the original amount.

2. Reason: We follow Stripe's standards here

3. You can choose out of 3 credit types:

Refund - this will add a credit note *and* issue a refund

Credit customer's balance - This will add a credit to the customer's Stripe account and apply it to the next invoice

Credit outside of Stripe - This note will just live on the invoice if you've given the client a credit outside of Stripe (maybe issued a check, etc). 

4. Details: An internal note

A credit note will be added to the bottom of the invoice

You can also issue a refund and a credit note through the client's record, by just clicking on the invoice:

FAQs

Why am I not given an option to refund or issue a credit note?

This is likely because you've already refunded or credited the original amount. Or, the invoice was manually marked as paid instead of paid through Stripe.