Table of Contents
Overview
You can refund Credit Card or eCheck payments three different ways in MyCase: from the Transactions page, Invoice Details page, or the Client Trust History page. Below, we will outline how to complete a refund from the Invoice tab and the Client Details page.
Refunding a Payment Made on an Invoice
Navigate to Billing > Invoices in the left navigation pane.
Click the View button to open the invoice you'd like to refund.
Click the View button in line with the payment you wish to refund.
Click the Refund button in the lower right corner.
Select the Refund Type: Online to return the funds to the client, or Offline to record a bookkeeping refund.
Enter the Refund Amount.
Enter the Refund Date if it is different from the default date.
Enter Notes if applicable.
Click the Refund button in the lower right.
The refund will appear in the Invoice History.
Refunding a Payment Made into a Trust Account
Select a Contact.
Navigate to the contact's Billing tab.
Select the Trust History sub-tab.
Click the View button in line with the payment you wish to refund.
Click Refund in the lower right corner of the Transaction Details page.
Select the Refund Type: Online to return the funds to the client, or Offline to record a bookkeeping refund.
Enter the Refund Amount.
Enter the Refund Date if it is different from the default date.
Enter Notes if applicable.
Click the Refund button in the lower right corner.
The refund will appear in the Trust History.
Note: Offline refunds are only for record-keeping purposes and will not move actual funds out of your account.