> ## Documentation Index > Fetch the complete documentation index at: https://docs.thrizer.com/llms.txt > Use this file to discover all available pages before exploring further. # Payments, payouts, and refunds > Review client payments, export transactions, track payout timing to your bank account, and issue refunds from the Thrizer Clinician Portal. ## 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. ## 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. ### What each role sees | Element | Practice Administrator | Staff Member | Clinician | | --------------------------- | -------------------------- | -------------------------- | -------------------------------- | | Payments tab | Yes — facility-wide | Yes — facility-wide | Yes — own clients only | | Payouts tab | Yes | No | No | | Payments summary cards | Yes | No | No | | Clinician column and filter | Yes | Yes | No | | Client filter | Yes — all practice clients | Yes — all practice clients | Yes — own connected clients only | ### 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). ## 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 * 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. ## 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-.csv` for per-payout exports. For 1099-K tax forms issued by Thrizer, see [1099-K tax forms from Thrizer](/help/faq/1099-k-tax-forms). ## 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](/help/payments/clinician-payout-protection) for more. ### 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](/help/payments/clinician-payout-protection#the-main-exception-clinician-initiated-refunds). If you need to adjust a Thrizer Pay charge for a smaller amount rather than reverse it entirely, contact [help@thrizer.com](mailto: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. ### 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, contact Thrizer support at [help@thrizer.com](mailto:help@thrizer.com). For example, this can happen when the claim has already been submitted and you cannot edit it. See [How do I cancel a charge or a claim?](/help/claims/claim-and-billing-limitations#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](/help/claims/claim-and-billing-limitations#i-selected-the-wrong-cpt-code-or-other-claim-detail-can-it-be-corrected-after-submission). ## 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](/help/payments/clinician-payout-protection). ### 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.