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

  1. Go to Billing>LawPay
  2. Select the Schedule Payments and Plans
  3. Filter or locate the plan
  4. Click on ⋮ more options next to the record 
  5. Select Refund
  6. Set the Amount
  7. Provide a reference note (optional)

 

How to Issue a Refund on a Transaction

  1. Go to Billing>LawPay
  2. Select the Transactions tab
  3. Filter or locate the charge
  4. Click on the Refund option in the Action column
  5. Set the Amount
  6. 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.

  1. Go to Billing>LawPay
  2. Select the Transactions tab
  3. Refunds will have a positive amount in the "Funds Out" column and include a "Refund" note in the Ref # column