How to Issue a Partial Refund for an Invoice

Issue a Partial Refund for an Invoice

This article walks you through how to issue a partial refund for a paid invoice. This may be used if only part of the service or product was delivered, or if a patient is only partially reimbursed. You’ll learn how to select the invoice, enter the refund amount, and finalize the process directly from the Financials tab.

Use this guide when:

A patient has paid the full invoice but is only being partially refunded.

If you're instead looking to cancel a full invoice without issuing a refund, see: "How to Cancel an Invoice Without Refunding"

Step-by-Step

1. Click on "Financials"

2. Click the invoice ID to open the invoice you want to partially refund.

3. Click "Cancel Invoice" to begin the refund process.

4. Enter the amount you want to refund (e.g. £20.00). Then click Continue.

5. Click "Refund" to complete the transaction.

6. After refunding, you'll see that the invoice status updates to Partially Refunded in the invoice.

7. And from the invoice list you can also see the invoice status has been updated to "Partially Refunded"