This article will explain the refund process for both ACH and CC transactions made through the MyCase Payments feature.

If you would like these funds to be refunded electronically, please contact payment.support@mycase.com and provide the following: client name, original payment date, amount". (Payments team cannot see the transaction number anywhere). Electronic ACH refunds can only be made in the full amount of the original payment. If you need to make a partial refund on an ACH payment, you will need to write a check to your client.

Refunding an ACH payment in MyCase is strictly for record-keeping purposes. The funds will not be transferred back to your client's bank account.

Refunding a Credit Card payment in MyCase will process electronically and will be issued within 3 business days. To perform a credit card refund, find the invoice with the payment on it and click the invoice number. Once the invoice is on the screen, click the 'Invoice History' button to reveal all payments made on the invoice. Click the 'Refund' button to the right of the credit card transaction.
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Credit card refunds can either be for partial or entire payments. Choose between an online or offline refund, the amount to refund, date, and any notes if applicable. An online refund will return funds back to a client, while an offline refund will record the refund within MyCase for record-keeping purposes and will not refund the client. Once this information has been completed, click 'Refund'.
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If "Online refund" is chosen, the refund will deposit back to the original card used to pay in 3 business days.