Carepatron's new billing features include the ability to issue refunds to clients.
This can be done in a few simple steps:
Go to the Client section and choose the client.
Navigate to the Billing tab.
Go to the Payments tab.
Locate the payment you want to refund.
Click the Refund button.
Enter the amount you want to refund.
Click the Refund button.
Note: The refund will be processed immediately, and the client will be notified by email.
Important Notes:
Refunds are processed through Stripe. In some cases, high-risk refunds may trigger a manual review process.
If you do not have sufficient funds in your Stripe account to cover the refund, the refund may be declined.
Fees paid by clients are non-refundable.
Manual payments can still be marked as refunded for record-keeping, however no funds will be transferred by Carepatron and refunds must be returned to the client by you.
It is not possible to mark a Stripe payment as refunded without initiating a refund through Stripe.
Tips:
When issuing a refund, be sure to include a reason for the refund in the notes field.
If you are issuing a partial refund, be sure to specify the amount of the refund and the reason for the refund in the notes field.
You can also issue credits to clients instead of refunds. Credits can be used to offset future invoices.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.