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.