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How do I process a partial refund?

Issue refunds for partial amounts by using credit notes.

Kiera Frances Martin avatar
Written by Kiera Frances Martin
Updated this week

Admins or Finance Admins can now issue partial refunds, rather than having to refund an entire transaction amount. These refunds are based on the issuance of credit notes, and you can read more about partial credit notes here.

What you can do

  • Refund money from specific payments received through Adyen

  • Choose exactly which payment from which you want to issue a refund (if there have been multiple transactions on an invoice)

  • Enter custom refund amounts based on your credit notes

  • Make multiple refunds from the same payment (as long as there’s available balance) – and view how much is still available to refund from each payment

How it works

Setting up the refund

  1. Create a credit note for the amount you would like to refund

  2. Ensure the patient has sufficient credit/deposit balance to cover the refund, after issuing the credit note

  3. Locate the relevant invoice

  4. Click "Refund" → "Refund from payment"

  5. Choose the specific payment from which you wish to issue a refund

  6. Enter the refund amounts in the pop-up that will show each credit note and available amounts

Note: Before you can issue a refund, the payment must have been successfully received from Adyen (at least 2 minutes old), and you cannot have multiple refunds processing for one transaction at the same time

After the refund is issued

  • You can see refund status (pending, received, or failed) on the invoice

  • Money is sent back to the patient’s original payment method

  • The refund appears in the platform on the invoice under the "Refunds" header

    • It will take 2-4 days for a processed refund to reflect in the patient's wawa account, depending on the payment method.

  • The patient’s credit/deposit balance is reduced by the refund amount

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