If you need to refund a payment made on an invoice, you can do so by following the steps below:

  1. Click the ✏️ icon next to the payment that is being refunded

  2. Click the slider bar to active under the Refund this payment option

  3. Add an internal note for reporting purposed (optional)

  4. Click the Save Payment → button

Note: If a payment was recorded via the LawPay integration, the transaction will still need to be refunded separately within LawPay for the client to receive their refund.

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