If a patient has requested a refund after you'd charged their credit card on file, there are a few easy steps to issue a refund.
To issue the refund in Solv:
(Manager and Billing level Solv Manage roles will be able to issue refunds)
Find the patient in the queue. Select their name, and go to the payments section.
You can refund the charge by clicking on the the three dots on the right side, next to the status of the charge.
If you need access to process refunds, you can continue to do so in Stripe or contact your manager for assistance in upgrading your access in Solv.
To issue the refund in Stripe:
1. Log into your Stripe account
2. In the navigation bar on the left side, click Payments, and then click on the payment that you would like to refund
3. Click on Refund button in the upper right corner
4. A box will pop up, and you can confirm the amount you would like to refund, and you'll have options to select the reason for the refund
5. Select the reason for refunding the patient, with an option to add additional details for the refund, and click on the Refund button to process the refund.
6. Do you need to send a refund receipt through Stripe to the patient to confirm that their charge has been refunded? It's only 3 easy steps! Follow the instructions: here