Steps to issue a refund from a Matter
1. Open a matter
2. Go to the Matter's Billing>Transactions area
3. Click on the bank account dropdown to select the account where the charge was deposited
4. Locate the transaction
5. Click more options ⋮ and press Issue Refund
Steps to issue a refund from the LollyPayments>Transactions page
1. Go to Billing>LollyPayments
2. Go to the Transactions page
3. Use the filters if necessary to locate the transaction
4. Press the Refund option
5. Complete the form and press Issue Refund
6. Refresh the screen and verify that a new transaction appears with the refund amount
Steps to issue a refund from a transaction within a Payment Plan
1. Got to Billing>LollyPayments
2. View Payment Plans
3. Use the filters if necessary to locate the plan
4. Click on ⋮ more options and select View Transactions
5. Find the paid transaction and press the Refund option
