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