To issue a refund on a deposit made into your trust account, open the Contact Page and select the contact for who you will refund a deposit made into their trust account.
Then, click the Billing tab. After clicking the billing tab, you will be on the Trust Account History page by default. You'll see all of the trust account transactions made for this contact. Each deposit has a Refund and Delete option. Find the deposit you wish to refund and click the Refund link.
Choose the Refund Amount you want in the Refund Payment box. Refund entire payment is selected by default. If you want to refund only part of the amount, uncheck this box and enter the desired amount. Then enter the Notes and click the Refund Button.
LawPay Pro will process the refund and return the processed balance to this client's trust account. An entry of the refund is made in the client's Trust Account ledger.
Note:
- Offline means that this deposit was made for record-keeping purposes and should not be confused with an online deposit made via LawPay Pro Payments
- Deposits into trust can only be refunded once. Even if you do not refund the whole payment, you can only make one refund. The blue Refund link will be disabled for that transaction when a refund is issued against a particular deposit.
- If a refund was issued in error, you can delete it. Find the ledger entry for the refund in the client's trust ledger, then click the blue Delete button. The blue Refund link will then re-appear for the original deposit, and you can either re-issue the refund for the correct amount or simply leave it alone.