- Go to the Search Transactions tab.
- Use Search to pull up the transaction you wish to refund.
- Depending on your version, click the Issue Credit link or the View Details icon.
- Under transaction details, click the box next to the line item you wish to refund. A box will appear to the right. The full amount is automatically populated in that box but this is a field that you are able to change. If you are not giving a full refund, change the amount to what you would like to put back on the card.
- Click the Issue Credit button.
Please be advised that Credits (refunds) cannot be posted to your matter management software. They will always need to be manually entered.