Article 2 of 3
For solo providers only
How to refund a payment in your solo practice
Review the original payment and its available refund action.
Open the original payment
Go to Billing and find the payment. Check the patient, invoice, and any earlier refunds.
Review the refund amount
Use the available refund control and check the remaining refundable amount and payment-method instructions before confirming.
Verify the history
Review the refund entry and updated invoice balance. Ordinary invoice and payment workflows are in the shared Patient billing guides.