How Do I Refund a Retainer?

How Do I Refund a Retainer?

If you have leftover funds within a client's matter or if they overpaid, you can refund their retainers. Operating retainers can be done within the Invoices and Payments section by clicking on the +, while Trust retainers must be refunded by creating a New Trust Check.

Refund Operating Retainers

  1. Go to the Accounting section 

  2. On the green action bar, click + sign and select Refund Retainer.

  3. The "Refund a Retainer" window will pop up. This window will show only matters and bank accounts that have a retainer balance.

Refund Trust Retainers

  1. Go to Banks and Registers, or use the Quick Add tool.

  2. Select New Trust Check.

  3. Select the Matter from the Dropdown menu. This will tell you how much the client has left in Trust.

  4. After filling in the details of the check, you can Save it or Save and Print it to send the check to the client.

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