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Overview

Use Transactions and client payment views to review payment activity, exports, payouts, and refunds. What you see in the Transactions hub depends on your role.

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Transactions

Go to: Clinician Portal → Transactions Transactions includes:
  • Payments — visible to all clinician portal roles
  • Payouts — Practice Administrators only. Staff Members and Clinicians do not see the tab, and deep links to ?tab=payouts redirect back to Payments.

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What each role sees

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Filters

The Transactions hub supports Clinician and Client filters on the Payments tab, where the role allows.
  • The Client filter is available to every role. Clinicians see only the clients they are connected to; Practice Administrators and Staff Members see all clients in the practice.
  • The Clinician filter (Practice Administrator and Staff Member roles) is a multi-select. Select one or more clinicians to narrow the list. The picker includes former or disconnected clinicians who appear in your transaction history. Historical activity stays filterable even after a clinician leaves the practice.

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Client payment details

From a client profile, open Payments to review client transactions. Payment details can include:
  • Transaction ID
  • Transaction date
  • Charge type
  • Payout date
  • Clinician
  • Client
  • Appointment date
  • Gross amount
  • Processing fee
  • Net amount
  • Payment Type
  • Client paid
  • Payment status
  • Refund status
The transactions table, export modal, and exported CSV all use the Payment Type label and Payment Type column header.

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Exports

Use exports from payment or transaction views to download payment records for bookkeeping, tax preparation, reconciliation, and payment review. The export modal summarizes the active filters (including the selected Payment Type) and the CSV header matches the on-screen column names. Two exports are available from the Transactions hub:
  • Filtered payments export — from the Payments tab, download every transaction that matches the currently applied Clinician and Client filters. Use this when you want a custom slice of activity, such as a specific client or clinician.
  • Per-payout export — from the Payouts tab (Practice Administrators only), each row in the payouts summary table has an export action. It downloads a CSV of just the transactions included in that payout week. Use this to reconcile a single payout deposit against the transactions it paid out.
Both exports use the same columns, so a per-payout CSV can be compared directly against a filtered payments CSV without column mapping. Exported files are named transactions-payout-<payout-date>.csv for per-payout exports. For 1099-K tax forms issued by Thrizer, see 1099-K tax forms from Thrizer.

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Refunds

Clinicians and practice administrators can issue refunds from payment or transaction details. A refund creates a refund transaction record. A refund you initiate can reverse the refunded transaction amount from your payout. This is separate from insurance-related claim outcomes. See Clinician payout protection and clawbacks for more.

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Thrizer Pay refunds are full-refund only

Refunds on Thrizer Pay transactions must be issued for the full charged amount. Partial refunds are not supported for Thrizer Pay. When you open the refund drawer for a Thrizer Pay transaction:
  • There is no amount field to edit. Thrizer refunds the full charge.
  • The client’s card is refunded the copay portion that was originally charged. If the client was not charged a copay (for example, insurance was expected to cover the full session), nothing is refunded to their card.
  • Your payout is reduced by the gross bill amount for the session, so the associated Thrizer Pay claim is canceled cleanly. See Clinician payout protection and clawbacks.
If you need to adjust a Thrizer Pay charge for a smaller amount rather than reverse it entirely, contact help@thrizer.com instead of issuing a partial refund. If the refund drawer is disabled for a Thrizer Pay transaction, it usually means the underlying bill amount is missing and Thrizer cannot calculate the payout clawback. Contact support before retrying. OON Pay and other transaction types still support partial refunds from the same drawer.

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Refunds and claim cancellation

When you refund (or successfully cancel) a charge, Thrizer also cancels the associated OON Pay or Thrizer Pay claim at the same time. You do not need to cancel the claim separately. Common examples:
  • Duplicate charge. If you accidentally charged the same session twice, refund the duplicate charge from the Clinician Portal. Thrizer cancels the duplicate claim automatically when the refund completes.
  • Wrong client or wrong amount. Refund the charge. Thrizer cancels the associated claim at the same time.
If you cannot refund or cancel the charge directly from the Clinician Portal — for example, the claim has already been submitted and you cannot edit it — contact Thrizer support at help@thrizer.com. See How do I cancel a charge or a claim? for more detail. For claim-level edits after submission (wrong CPT, wrong diagnosis, denied claim), see Claim and billing limitations.

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Payouts

Payouts is a Practice Administrator-only view. Thrizer’s payout schedule determines payout timing. Claim status and insurer reimbursement timing do not affect when Thrizer initiates your payouts. Thrizer does not claw back clinician payouts because of insurer claim outcomes such as denials, deductible application, or lower-than-expected reimbursement. See Clinician payout protection and clawbacks.

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When payouts arrive in your bank account

The day a payout is initiated is not the same as the day funds arrive in your connected bank account.
  • Thrizer initiates payouts on the scheduled payout day.
  • After initiation, funds are expected to arrive in the connected bank account within 0–1 business days.
  • In practice, most payouts arrive the next business day after they are initiated.
  • A payout initiated on Friday will usually arrive the next business day, not necessarily on Friday.
  • Weekends, bank holidays, bank processing delays, or issues with the connected payout account can delay actual arrival.
If a payout has been initiated but funds have not arrived after 1–2 business days, check the connected bank account details and contact support if the issue continues.