Client Bills: Refunds

You can refund full or partial payments in Sessions Health. Depending on how the client paid and how you choose to return the funds, you can process the refund through Stripe or record that you refunded the client outside of Stripe. Both options keep the client’s bill and your reports accurate.

In this article:

Initiate a Refund


Once you’ve located the payment, you can open the refund window from the payment’s menu.

  1. Open the client’s Bill.
  2. Click the three-dot menu next to the payment line item.
  3. Select Refund.
  4. Choose Full Amount or Custom Amount, then enter the amount if custom.

Bill view showing a payment line item with the Refund option selected.

Choose How to Refund


You can either process the refund through Stripe or record that you refunded the client outside of Stripe.


Option A: Refund through Stripe

This option sends the refund back to the client’s card.

  1. Select Process refund through Stripe
  2. Select Refund.

Refund payment window showing options to refund the full amount and process the refund through Stripe.


Option B: Record a manual refund

Use this when you refunded the client by cash, check, or another method outside of Stripe.

  1. Select Record refund processed manually
  2. Choose Cash, Check, or Other.
  3. Optionally add a short Note if you select Other.
  4. Select Refund.

Refund payment window showing options to record a manual refund with Cash, Check, or Other.

View Refund Details


After a refund is completed, the bill updates automatically so you can confirm the adjustment and track it across your reports.

  • The bill shows a Refunded badge and updated totals.
  • Refunds appear in Recent Activity.
  • All refunds are included in Insights reporting.
  • Stripe transactions can also be found on your Stripe dashboard.

Bill view showing a refunded payment with a Refunded badge and refund details listed below.

Frequently Asked Questions


I refunded directly in Stripe. How do I show it in Sessions Health?

Run a full refund in Sessions Health. The system detects the Stripe refund and marks the payment as refunded without processing it again.


Can I sync partial refunds from Stripe?

Partial refunds do not sync automatically.

ℹ️ If a partial refund is submitted through Stripe, doing a partial refund in Sessions Health will not sync the same way full refunds do. Contact support@sessionshealth.com if you refunded part of a payment in Stripe and need the bill updated in your Sessions Health account.


Can I mark insurance payments as refunded?

No. Manual refunds apply only to client credit card, cash, or check payments.


What fees apply when processing a refund?

Fee rules depend on your Stripe agreement. Review Stripe’s documentation for current details.


These articles can help you learn more about billing workflows and online payments:

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