Cliniko

Emily

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

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

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

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

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

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

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

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

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

Pay an invoice using existing account credit.

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

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