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Line drawing for the Billing and payments topic

Refunding a payment

Send all or part of a payment back to the client.

Who this is for: Biller, Practice manager, Practice administrator

Send money back

  1. Open the client and select Payments in the chart's rail.
  2. Under Payments, select Refund beside the payment.
    The Send money back sheet for one payment with the amount to send back.
  3. Under Amount to send back, leave the whole payment or change it to send part back.
  4. Select Send back followed by the amount.

Note: A card refund goes back to the card it was taken from, and the client's account is credited once the money has moved. For cash or a cheque, you hand the money back yourself and Weft records it.

Last checked against Weft on 07 Oct 2026. Something on your screen reads differently? Tell us at support@weftary.com.