Note* "Offline" means that this deposit was made for record-keeping purposes and should not be confused with an online deposit made via MyCase Payments
To issue a refund on an offline deposit that was made into your trust account, open the Contact Details Page for the person/company that you would like to issue the refund to.
Then, click the Billing tab. After clicking the billing tab, by default, you will already be on the Trust Account History page (pictured below). You'll be able to see all of the trust account transactions (deposits and withdrawals) made on behalf of this contact.
Each deposit will have a Refund and Delete option (options located in the right column). Find the particular deposit you would like to refund and click the blue Refund link. MyCase will then bring up the Refund Payment Lightbox (pictured below).
First, choose the amount that you would like to refund. By default, "Refund entire payment" will be selected. If you do not want to refund the entire amount, uncheck this box and enter the desired refund amount. Then, enter any notes you would like attached to the refund.
Click the Refund Button. MyCase will process the refund and return the processed balance to this client's trust account. An entry of the refund will be made in the client's Trust Account ledger.
Deposits into trust can only be refunded once. As soon as a refund is issued against a particular deposit, the blue Refund link will be removed for that transaction.
If a refund was issued in error, you can delete it. Find the ledger entry for the refund in the client's trust ledger, then click the blue Delete button (pictured below). The blue Refund link will then re-appear for the original deposit and you can either re-issue the refund for the correct amount, or simply leave it alone.