Client Bills: Refunds
Refund a client payment
You can submit both full and partial refunds in Sessions Health. On any bill where payment has been received from the client, click the '...' menu on the payment line-item.
You'll be asked whether to refund the full amount or a custom amount. If custom amount is chosen, you'll be able to enter how much you want to refund.
Once you issue the refund, the bills will automatically update to include the refund details, such as the date and time it was processed. Additionally, you can still view the transaction directly in Stripe.
FAQ
I refunded a credit card payment directly from my Stripe account. How do I show the refund on the bill in Sessions Health?
If you manually refunded the full amount from your Stripe account, you can run the refund through Sessions Health too and it'll automatically detect that it's already been refunded within Stripe and just mark it as refunded in Sessions Health.
Note: If partial refunds are submitted via Stripe, doing a partial refund in Sessions Health will not sync like it will for full refunds. Please reach out to us at support@sessionshealth.com if you submitted a partial refund via Stripe and you need the bill updated in your Sessions Health account.
What are the fees for refunding a payment?
For the most up-to-date information, please read Stripe's policy.