Refunding or Adjusting a Client Payment
Issue a full or partial refund directly to a client's original payment method, with no processing fee charged to the provider or client. Refunds typically post within 5-10 business days, and a charge refunded within 24 hours processes as a reversal instead, which doesn't show as a separate line on the client's statement. Refunds aren't possible once a payment has an active dispute, and providers can separately stop an upcoming recurring payment without needing to fully cancel a package.
Built by Core Engineering
The problem it solves
Correcting an overcharge, cancellation, or billing error typically requires contacting a payment processor separately, adding friction and delay for both the practice and the client. This solves that by letting providers issue full or partial refunds, or stop an upcoming payment, directly within Healthie's existing payment records.
What's included
- Full or partial refund issuance directly to the client's original payment method
- Automatic email notification to the client when a refund is processed
- Reversal handling for refunds issued shortly after the original charge
- Stop Upcoming Payment option to cancel a specific future charge within a recurring package
- Risk-prevention checks that may require provider support for unusually large refunds
How it works
A provider locates the payment in Billing > Payments, opens its Actions menu, and enters a refund amount up to the full paid amount; the refund can be viewed afterward from the Transfers tab of the Payments page. If the refund is issued within about 24 hours of the original charge, it's processed as a reversal rather than a standalone refund. To prevent a future charge within a recurring Client Package without refunding a past one, a provider selects Stop Upcoming Payment from the same Actions menu; the client does not receive an automatic notification of this change. Refunds cannot be issued once a payment has an open dispute, and unusually large refunds relative to recent processing volume may be blocked by risk-prevention checks, requiring the provider to contact support.
Refunding or Adjusting a Client Payment lets providers return a full or partial amount to a client's original payment method directly from Healthie, at no processing fee to either party. It's built for practices that need to correct a charge, accommodate a cancellation, or adjust a client's balance without leaving the platform. A refund typically posts to the client's card within 5-10 business days and triggers an automatic email notification to the client; if the refund is issued within roughly 24 hours of the original charge, it processes as a reversal instead, meaning the original authorization simply drops off the client's statement rather than appearing as a separate refund line. Refunds can't be issued for a payment with an active dispute, and Healthie applies risk-prevention checks that may block a refund if it's unusually large relative to recent processing volume.