Steps to issue a refund from a Matter
1. Open a matter
2. Go to the Matter>Transactions page
3. Click on the bank account dropdown to select the account where the charge was deposited
4. Locate the transaction
5. Press the "Refund" option
Steps to issue a refund from the LollyPayments>Transactions page
1. Got 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 Refund form and press "Refund"
6. Refresh the screen and verify that a new transaction appears with the refund amount
Steps to issue a refund on a Payment Plan
1. Got to Billing>LollyPayments
2. Go to the Payment Plans page
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