If you need to return client funds, simply locate a client's payment plan or the transaction and select the Refund option. The refund option can be found through Billing>LawPay under the Scheduled Payment and Plans or under the Transactions view.
How to Issue a Refund on a Scheduled Payment Plan
- Go to Billing>LawPay
- Select the Schedule Payments and Plans
- Filter or locate the plan
- Click on ⋮ more options next to the record
- Select Refund
- Set the Amount
- Provide a reference note (optional)
How to Issue a Refund on a Transaction
- Go to Billing>LawPay
- Select the Transactions tab
- Filter or locate the charge
- Click on the Refund option in the Action column
- Set the Amount
- Provide a reference note (optional)
How to Locate a Refund Transaction
After a refund has been processed in LawPay, the Transactions table will update with a record that includes the date, references, and amount of funds out of the bank account.
- Go to Billing>LawPay
- Select the Transactions tab
- Refunds will have a positive amount in the "Funds Out" column and include a "Refund" note in the Ref # column