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How do I issue a refund?

Issuing a refund in Pearly is easy! From your Pearly Portal, you may search for patients and you can issue a partial or full refund.

Step 1: 

Find the payment that you'd like to refund on the Charges tab.

Step 2: 

Click on the patient names, and then click the Refund button located at the bottom right side of the patient profile.

Step 3: 

Once you click Refund, a pop-up module will appear on the screen. You may enter the amount you'd like to refund and then select Confirm Refund. Refunds generally take 5-10 business days to process.

 

For your convenience, we have included a how to video, with step by step instructions on issuing a refund.

Interactive Guide

 

 

If you have additional questions, please feel free to contact Support@pearly.co.