Record refunds for overpayments
If you need to issue a refund for an overpayment that is not linked to a bill, you can do so from the matter’s page. Once a transaction is recorded, you can see the funds that are taken out in the bank account ledger.
- Go to the matter’s Transactions subtab.
- Click New transaction.
- Enter the refund amount as a negative number.
- Select the account that the funds will come out of and complete any other details.
- Click Record transaction.
- Optional: Select Accounts and click the bank account name to view the transaction that was refunded.
