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Payment refund

Q: How do I enter a payment refund?

A: Choose File > New > Payments and Adjustments, or click the Payments button and then click the New button.

Enter the Date, Matter, and Description as usual. In the Type frame, choose Payment. Uncheck Automatic Allocation and enter the amount of the refund, separated into fees and expenses, but put a minus sign in front of the dollar amount.

For example, to refund $100 in fees and $5.50 in expenses, enter "-100" in the Fees box and "-5.50" in the Expenses box. Save the transaction.