Client Payments: When a Client Overpays a Co-pay/Co-insurance

When an EOB comes back and the client should have paid less than what was charged, open the bill and click the Add Payment button, then Insurance Payment. You can change the value of the Client Owes field to what is actually owed. Any overage from that amount initially paid will be refunded as a credit in the client's Billing > Settings tab. By default, future client payments will apply the credit first.

You can also refund the client. This will remove the credit from the client's account.