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.
Partial Refunds or Additional Refunds
If a partial refund has already been issued and further refunds are needed, follow these steps:
Check if the payment is eligible for multiple partial refunds, if the payment was made before August 25, 2025 the refund button will be greyed out for additional refunds.
If the system restricts further refunds, reimburse the remaining amount to the client manually (e.g., by check).
Record the refund in MyCase as a "withdrawal from trust" for that client to maintain accurate records.
Note: Offline refunds are only for record-keeping purposes and will not move actual funds out of your account. If more than six months have passed since the original transaction, the online refund option will result in an error and you'll need to record an offline refund instead.