If you need to refund a payment made on an invoice, you can do so by following the steps below:
Click the ✏️ icon next to the payment that is being refunded
Click the slider bar to active under the Refund this payment option
Add an internal note for reporting purposes (optional)
Click the Save Payment → button
Refunds can only be made for the full amount received; if you need to issue a partial refund, you may issue a refund on the payment and create a new backdated payment for the new realized amount.
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.
Additionally, refunds will not be automatically reflected in QuickBooks Online (if using the integration) and must be updated manually in QuickBooks Online.