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
Notes:
If a payment was recorded via the LawPay integration and is refunded on Docketwise, it will automatically trigger a refund for the associated payment in LawPay.
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.
Refunds will not be automatically reflected in QuickBooks Online (if using the integration) and must be updated manually in QuickBooks Online.