Q: How do I enter a retainer refund?
A: Click the Payments button, then click New. Enter the Date, Matter Number, and Description as usual. In the Type frame, choose Retainer. Enter the amount of the refund but put a minus sign in front of the dollar amount.
For example, to refund $100, enter "-100" in the Retainer box.
If you have selected a Standard Retainer Account for this matter, it will appear in the Retainer Account frame. If you see None selected, or if you wish to choose a different retainer account than the standard one, click the Select button and choose the retainer account.
Save the transaction.