Cliniko: Getting started with refunds

We have some BIG news: you can now process refunds right in Cliniko! 🎉😱🥳 It’s quick and seamless, and can be done right from the invoice or payment you wish to refund. Refunds can be recorded as cash back to the patient, or applied towards account credit.
Get the full details over on the Cliniko Community!

[@The63chicky]

Yippee!!! Badly needed. Thanks for the update.

[@jamesabernethy7803]

What if they have paid money on account, no invoice generated? then need a refund?

[@jamesabernethy7803]

Sorted saw the comment below :-)

[@jamesabernethy7803]

what if they are in credit? no invoice to reverse?

[@Cliniko]

Great question, James! We have a different set of steps when it comes to removing or reversing account credit. Depending on the scenario, you'll want to archive or refund the credit. Here is our guide walking you through the process: help.cliniko.com/en/articles/1023875-delete-or-refund-a-patient-s-account-credit?location=conversation

[@anthonyhancock3764]

Do these credit notes sync with Xero?

[@Cliniko]

At this time, our integration with Xero doesn't sync with their credit note feature.