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Refunding an offline deposit made into a trust account
Refunding an offline deposit made into a trust account
Updated over 3 weeks ago

Following along in MyCase is recommended as you read the steps in the article.

To issue a refund on an offline deposit made into your trust account:

  1. Open the Contact Details Page for the person/company for which you would like to issue the refund.

  2. Click the Time & Billing tab.

  3. Select the Invoices subtab.

  4. Select the Invoice you wish to credit.

  5. Each deposit has a Refund and Delete option at the top of the invoice.

  6. Click the blue Refund link.

  7. Choose the amount that you would like to refund. By default, "Refund entire payment" will be selected. If you do not want to refund the entire amount, uncheck this box and enter the desired amount. Then, enter any notes you would like attached to the refund.

  8. Click the Refund Button. MyCase will process the refund and return the balance to this client's trust account. The refund will be entered in the client's Trust Account ledger.

Note:

  • Deposits into trust can only be refunded once. As soon as a refund is issued for a particular deposit, the blue Refund link will be removed for that transaction.

  • If a refund was issued in error, you can delete it. Find the ledger entry for the refund in the client's trust ledger, then click the blue Delete button (pictured below). The blue Refund link will then re-appear for the original deposit, and you can either re-issue the refund for the correct amount or leave it alone.

  • Offline means the deposit was made for record-keeping purposes and should not be confused with an online deposit.

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