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Refunding Payments

WithinEHR supports full and partial refunds for payments processed through Stripe. Refunds are applied directly to the client's original payment method and are reflected in your billing records.

Processing a Refund​

  1. Go to the Billing section or open the relevant invoice.
  2. Locate the payment you want to refund.
  3. Click Refund next to the payment.
  4. Enter the refund amount — full or partial.
  5. Add a reason for the refund (optional but recommended for your records).
  6. Click Confirm Refund to process.

The refund will be sent to the client's original payment method. Processing time depends on the client's bank, typically 5–10 business days.

Tips​

  • For cash or offline payments, record the refund manually using the Record Payment feature with a negative amount or a credit note.
  • Always document the reason for a refund to maintain a clear audit trail for billing compliance.