Refunding a Payment Made on an Invoice

Refunding a payment made on an invoice

Refunding a deposit made into a trust account

Refunding a payment made on an invoice

1. Navigate to Billing
2. Select the Invoices tab
3. Select the Invoice you want to refund by clicking the View button

4. ClickView History button to open the history section.

5. Select the Refund link in the row of the payment you wish to refund (to the right of the printer icon).

6. Select how the refund will be paid, either Online or Offline, by selecting the radial button next to Refund Type.
7. Add a Refund Amount or Refund the entire payment by selecting the check box.
8. Add the Date if it is different from the default date.
9. Add Notes if applicable.
10. Select the Refund button.

The refund will appear in the Invoice history table.

Note: 

• Online payment refunds are issued within three business days. 
• Offline refunds are only for record-keeping purposes and will not move actual funds out of your account.

Refunding a deposit made into a trust account

1. Select a Contact 
2. Go to the Contact’s Billing Tab
3. Select the Trust History Tab
4. Select the Refund link in the row of the payment you wish to refund under the Action header. 
   
   
5. Add a Refund Amount or Refund the entire payment by selecting the check box.
6. Add the Date if it is different from the default date.
7. Add Notes if applicable.
8. Select the Refund button.
   
   

  The credit appears on the Trust History Page after the refund is completed.