Refund a Payment

You can refund payments made on a case.

1. Select a record in the Payment panel and click Refund Selected Payments.

The Add Payment Refund panel opens.

NOTE: If you selected more than one payment, you can switch between the payments by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

The Payment field is automatically populated and cannot be changed.

The Refund field is automatically populated with the full payment but can be changed if needed.

2. Enter any Comments regarding the reason for the refund.

3. Click Save to refund the payment.

The Payment and Fees panels reflect the refunded payment.

See View Refunds for information on voiding a refund made in error.