Cliniko

Emily

Learn how to refund a patient, manage prepaid funds, and more.

Refunds & account credit

Record a refund for a patient, either by refunding their money or applying what they paid towards a future service.

Recording refunds: an overview

Record a refund and return the funds that were paid back to your patient.

Recording a refund: giving money back to the patient

If you're only refunding part of an invoice, read this guide!

Recording partial refunds

If you've recorded a refund in error, don't worry—you can undo it!

Undo a refund

Refunds will be recorded as negative balances in your payment reports.

Viewing refunds in reports

Getting started with refunds

Rather than refund money back to your patient, convert the funds into account credit, to be used towards future services.

Recording a refund: turn what was paid into account credit

If you're moving patients to Cliniko from another system, you can apply an "opening balance" to record funds they might still be owing.

Understanding "opening balances"

Take prepayments from patients so that they have credit on their account to use towards future services.

Set up prepay patients and account credit

Pay an invoice using existing account credit.

Pay an invoice with account credit

Account credit and prepayments

If you're seeing an account credit listed against a patient profile that shouldn't be there, read this guide!

My patient has a mystery credit that shouldn't be there. Help!

Troubleshooting account credit

Find answers and get help from Intercom Support and Community Experts

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