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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.
Your practice must have an Approved business verification status before you can charge clients or generate payouts. If your practice is Incomplete or Pending review, a Practice Administrator can submit KYB information from Settings → Practice Settings. See Business verification status and Why can’t I charge my clients?.

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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 Payments tab supports these filters, where the role allows:
  • Client: available to every role. Clinicians see only the clients they are connected to; Practice Administrators and Staff Members see all clients in the practice.
  • Clinician: Practice Administrator and Staff Member roles only. Multi-select. The picker includes former or disconnected clinicians who appear in your transaction history, so historical activity stays filterable even after a clinician leaves the practice.
  • Date range: narrow by transaction date.
  • Status: filter by transaction status.
  • Charge Type: filter by the type of charge on the transaction.
  • Billing Type: filter by billing type (for example, OON Pay, Thrizer Pay, or Self-Pay).

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Client payment details

To review a client’s transactions, open the Payments tab and filter by that client. Payment details can include:
  • Transaction ID
  • Transaction date
  • Charge Type
  • Payout date
  • Clinician
  • Client
  • Appointment date
  • Gross amount
  • Processing fee
  • Net amount
  • Billing Type (for example, OON Pay, Thrizer Pay, or Self-Pay)
  • Client paid
  • Payment status
  • Refund status
The transactions list shows Charge Type as a column. The Billing Type filter narrows the list to a specific payment type.

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Exports

Use the export action available for your role to download payment records for bookkeeping, tax preparation, reconciliation, and payment review.
  • Use a date-range transaction export for general payment activity.
  • Use a payout-level export to identify the transactions associated with a specific payout or bank deposit.
  • If the payout-level export is not available for your role, ask a Practice Administrator for it.
Clinician- and staff-role team members do not have access to practice-level payout exports. For 1099-K tax forms issued by Thrizer, see 1099-K tax forms from Thrizer.

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Refunds

If you are a clinician or practice administrator, you 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 original payment method is refunded the full amount originally charged, including the estimated responsibility and Thrizer Pay fee.
  • Your payout is reversed for the refunded transaction amount. The refund does not automatically cancel or correct an associated claim. See Clinician payout protection and clawbacks.
If you need to adjust a Thrizer Pay charge for a smaller amount rather than reverse it entirely, Thrizer support handles the adjustment instead of 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. Thrizer support can review the transaction before you retry. OON Pay and other transaction types still support partial refunds from the same drawer.

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Refunds and claim cancellation

Refunding a charge does not automatically cancel, prevent, void, or correct an associated OON Pay or Thrizer Pay claim. Refunds and claim actions are separate. If the associated claim also needs to be canceled or corrected, contact Thrizer support through your Thrizer account. Include the client, charge or claim, date of service, requested action, and reason. Common examples:
  • Duplicate charge. Refund the duplicate transaction. If it generated a claim, request cancellation of the duplicate claim separately.
  • Wrong client or wrong amount. Refund the transaction. If a claim was submitted, request the required claim cancellation or correction separately.
If you do not see the refund option, ask your Practice Administrator to issue the refund. If the Practice Administrator also cannot see the option or the refund fails, contact Thrizer support through your Thrizer account. 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. Each payout row shows Payout Date, Amount, and Status, and has an Export CSV action for the transactions in that payout. Thrizer’s payout schedule determines payout timing. Claim status and insurer reimbursement timing do not affect when Thrizer initiates your payouts.

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Payout schedule

Thrizer initiates clinician payouts early Tuesday and Friday mornings. A charge is included in the next scheduled payout: At each payout, Thrizer transfers the full Thrizer Balance scheduled for payout to the bank account linked to the practice or standalone account. 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 Tuesday payout usually arrives Wednesday, and a Friday payout usually arrives Monday.
  • Weekends, bank holidays, bank processing delays, or issues with the connected payout account can delay actual arrival.
If Thrizer initiated a payout but funds have not arrived after 1–2 business days, check the connected bank account details. Contact support if the issue continues.