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None of what =
you are saying is showing up. Is there a time that we can get on a phone =
call you could do a remote and see what I=E2=80=99m seeing?
Peters
Head Nerd, Nerd 4 Hire LLC
874-6316 office |
| NerdHosting.net
97002
Appointments: 118 Robbins St, Molalla Oregon 97038
=F0=9F=91=89=
Click here to leave a Google =
review
__________________________________
M, wrote:
reply above this line -##
Hi Roger Peters,
We’d love to hear what you think about our Customer Success =
Team because we want to make sure we’re providing you with the best =
support and the right answers. Can you answer one simple question by =
clicking either link below?
received?
=F0=9F=91=8D Good, I’m satisfied =
=F0=9F=91=8E Bad, I’m not satisfied =
Here’s a =
reminder of what your request was about:
Success)
Sep 17, =
2025, 1:59=E2=80=AFPM PDT
I hope you’re doing well =
today. I’m Teo, a Billing & Payments Specialist here at =
SimplePractice and I understand that you would like to refund a client =
payment. I’d be happy to help you with this.
You can record =
a refund for all transaction types, including online card, Cash, Check, =
or External card. To record these refunds:
Navigate =
to the client=E2=80=99s =
Billing tabUse the Transact=
ions by client filter to locate =
the paymentClick View =
Click Refund on the top right =
of the Payment =
details pageEnter the Refund AmountPlease note that it isn=E2=80=99t possible to enter a refund =
amount that=E2=80=99s larger than any individual =
transaction
Click RefundClick Confirm RefundFor online card transactions, this will refund the client=E2=80=99s =
card within 5-10 days
Refunds will be =
recorded as adjustments under the Billing tab. For more =
information, see Refunding a =
client.
Once you have =
refunded the client payment for $100, the =
invoice where this payment was allocated in, will become unpaid. After =
doing this you can then allocate the current invoiced credit to the =
newly unpaid invoice. To do this:
Open the =
dropdown next to Add Payment in the client =
billing summaryClick Allocate =
credit
This will automatically =
check the option to Apply available =
credit
Check that =
the invoice you=E2=80=99d like to apply the credit =
to is selectedClick Allocate =
credit
With this, you will refund a client =
payment and allocate the fee adjustment credit to the unpaid invoice to =
mark it as paid again. After this, the balance will be $0.
 =
;
For more information on this process, please review the following =
Help Center guide:
Refunding a =
client
If you have any other questions =
about this, please let me know and I’ll be happy to =
help.
All the best,
Teo M.
Product Specialist – =
Billing & Payments
Did you =
know that you can get $200 by referring colleagues?
Earn a $200 =
credit by referring your colleagues
Curious =
about our in-network managed insurance billing service?
Learn =
more
Peters
Sep 17, 2025, 9:01=E2=80=AFAM PDT
I’ve tried several ways to record =
the refund but cant seem to find were to do that. I can only see these =
transactions from the client billing page listed as unallocated. I wrote =
a check to the client but cant seem to record it on the account. how do =
I do =
that?
This email is a service from =
SimplePractice Customer Success. Delivered by Zendesk
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