Sometimes, clients may request a refund for a session. While this isn’t a common scenario, it’s important to handle it professionally and efficiently, both to keep your practice running smoothly and to maintain trust with your clients.
Below are the steps on how you can process a refund on SafeTalk
Communicate with your Client
Before doing anything on SafeTalk, politely confirm the refund request with your client. Ask for their bank details so you can transfer the refund securely.
Transfer the payment: For bank transfer or QR payment, once you have received the client’s bank details, transfer the refund amount directly to their provided account. This ensures the client receives their refund securely before marking it in SafeTalk.
Locate the invoice in your Earnings page
- Login to your SafeTalk account
- Go to the Earnings page
- Find the invoice related to the session being refunded
- Click the eye icon to open the invoice details page
Record the refund
- On the top right of the invoice page, click Add Payment/Refund.
- Fill in the refund details:
- Amount
- Refund date
- Optionally attach a receipt for your records
- Click Submit.
Once submitted, the invoice will show as refunded, keeping your records accurate and transparent.
Follow up (optional but recommended)
After processing, it’s a good practice to confirm with the client that the refund has been sent. This helps maintain professionalism and trust, especially if you’re managing multiple clients or running a therapy center
