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Refunding Payments in MyCase

Updated this week

Overview

Credit Card or eCheck payments can be refunded from the Transactions page, Invoice Details, or Client Trust History.

Refunding a Payment Made on an Invoice

  1. Navigate to Billing > Invoices

  2. Select the Invoice you want to refund by clicking the View button

  3. Click the View button in line with the payment you wish to refund

  4. Click the Refund button in the lower right

  5. Select the Refund Type: Online to return the funds to the client, or Offline to record a bookkeeping refund

  6. Enter the Refund Amount

  7. Enter the Refund Date if it is different from the default date

  8. Enter Notes if applicable

  9. Click the Refund button in the lower right

The refund will appear in the Invoice History.

Refunding a Payment Made into a Trust Account

  1. Select a Contact

  2. Navigate to Billing

  3. Select the Trust History subtab

  4. Click the View button in line with the payment you wish to refund

  5. Click Refund in the lower right

  6. Select the Refund Type: Online to return the funds to the client, or Offline to record a bookkeeping refund

  7. Enter the Refund Amount

  8. Enter the Refund Date if it is different from the default date

  9. Enter Notes if applicable

  10. Click the Refund button in the lower right

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.

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