Payment Adjustments (Refunds)

There are several kinds of adjustments in The THERAPIST and they fall into two major categories, service adjustments and payment adjustments. This article describes adjustments to payments. A separate article discusses service adjustments.

The only payment adjustments you can make in The THERAPIST are refunds. Additionally, you can only refund amounts held as prepayments or overpayments. If the money has already been applied to a service, you can remove that application and enter the refund adjustment. To do this, edit the payment in question and press the Refund Prepayment button. This opens a list of refunds made for this payment. Press the Insert button to add a refund adjustment. You cannot refund more than the current prepayment balance.