Occasionally, you may need to refund a client. This can be done using unassigned funds.

Note: If you are an integrated clinic, you will want to edit/delete the payment in WebPT to ensure the balances reflect correctly on the client's account. If you edit/delete the payment in WebPT, you won't need to enter a refund in Therabill. However, this will cause Payment Updates in WebPT Detected to appear on your dashboard. For more information on this feature, please see: Payment Updates in WebPT Detected (Article) or Payment Updates in WebPT Detected (Video).

Entering a Refund

A client refund is entered from the Batch Client payment entry form. 

1. Navigate to Payments > Enter Payment > Batch Client.
2. Enter a Client Name and select the name from the drop-down list.
3. At the top of the form, click the Refund button.
4. Near the top of this screen, you have the option enter a check number, a check date, and a description of why you are entering a refund. Below that, the refund page will show the items available for refunds. 
   1. Unassigned Payments: These are payments that you have entered for the client without assigning them to a session. The date, method, check/auth number, and amount of the payment will be listed. Note: If there is an Overpayment, Unassign the client payment first before refunding it. Refunds should only be done on Unassigned Payments, not overpaid sessions.
5. Enter the amount that you want to refund for each item into the Refund Amount box. As you do so, the Total Refund amount will be displayed at the top.
6. Click Apply Refund.