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
Navigate to Billing > Invoices
Select the Invoice you want to refund by clicking the View button
Click the View button in line with the payment you wish to refund
Click the Refund button in the lower right
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 Billing
Select the Trust History subtab
Click the View button in line with the payment you wish to refund
Click Refund in the lower right
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 Trust History.
Note: Offline refunds are only for record-keeping purposes and will not move actual funds out of your account.