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Refunds & account credit
Refunds & account credit
Learn how to refund a patient, manage prepaid funds, and more.
10 articles in this collection
Written by
Emily
Getting started with refunds
Recording refunds: an overview
Record a refund for a patient, either by refunding their money or applying what they paid towards a future service.
Written by
Emily
Updated over a week ago
Recording a refund: giving money back to the patient
Record a refund and return the funds that were paid back to your patient.
Written by
Emily
Updated over a week ago
Recording partial refunds
If you're only refunding part of an invoice, read this guide!
Written by
Emily
Updated over a week ago
Undo a refund
If you've recorded a refund in error, don't worry—you can undo it!
Written by
Emily
Updated over a week ago
Viewing refunds in reports
Refunds will be recorded as negative balances in your payment reports.
Written by
Emily
Updated over a week ago
Account credit and prepayments
Recording a refund: turn what was paid into account credit
Rather than refund money back to your patient, convert the funds into account credit, to be used towards future services.
Written by
Emily
Updated over a week ago
Understanding "opening balances"
If you're moving patients to Cliniko from another system, you can apply an "opening balance" to record funds they might still be owing.
Written by
Emily
Updated over a week ago
Set up prepay patients and account credit
Take prepayments from patients so that they have credit on their account to use towards future services.
Written by
Emily
Updated over a week ago
Pay an invoice with account credit
Pay an invoice using existing account credit.
Written by
Emily
Updated over a week ago
Troubleshooting account credit
My patient has a mystery credit that shouldn't be there. Help!
If you're seeing an account credit listed against a patient profile that shouldn't be there, read this guide!
Written by
Emily
Updated over a week ago