Who this is for: Admins only
When to issue a refund
Overpayment — the patient paid more than their patient responsibility. The invoice will show a negative balance indicating the overpayment amount.
Line item refund — you need to refund a specific charge rather than the full payment (e.g., a prescription issue, lab error, or duplicate charge).
Both scenarios use the same refund workflow. See How do I issue a line item refund in Barti? for full step-by-step instructions.
A note on Stripe refunds
If the original payment was made by credit card through Stripe, the refund is processed automatically when you issue it in Barti.
Stripe payments and refunds can't be deleted — they can only be refunded. Manually recorded payments (cash, check, EFT) can be deleted, as long as no refund or credit has been issued against them. See Why can't I delete a charge, payment, or refund in Barti? for the full rules.