Issuing a Refund

Since a refund is the option to return money to the client, Maatdesk makes this action easy and hassle-free. In this tutorial, you will learn the basics of working with Refunds.

During this tutorial, invoices generally refer to both types (bills and requests).

Table of contents

• Issuing a Refund
  • For single or multiple invoices
  • For single invoices
• Deleting a Refund
  • For single or multiple invoices
  • For single invoices

Issuing a Refund

Before issuing a refund, please note that:

• You can only do this for bills or non-trust requests that:
  • Have at least one payment made.
  • Are in the Approved or Paid status.
• Since refunds cannot be issued for non-trust requests, you can use the Disburse Funds option instead.

To start issuing a refund, you can do the following:

For single or multiple invoices

Click the Issue Refund button at:

• Payments window.
• Billing tab of the Billing window.
• Payments or Bills tabs in any Matter or Contact dashboard.

For single invoices

Click the Issue Refund button for Approved or Paid invoices at:

• Invoice (Bill) Details window.
• Request Details window (only non-trust request).

In the Issue Refund panel, fill in the fields as follows:

• Client: Select who will recover the funds.
• Account: Select the bank account from which the funds will be taken, only operating accounts are displayed.
• Date: Select the date the refund is issued, by default it will be the current date.
• Refund Method: Select the method used to issue the refund, which can be through external payment sources or payment sites.
• Reference: Write a reference about the refund if it exists (e.g., check number).

• Invoices: You have two options to enter the amount to be refunded for the displayed invoice(s):
  • Manually entering the amount to be refunded on each invoice.

    

  • Through the Allocate button, entering totally or partially the Amount To Refund to distribute it among the invoices until it is reached.

Maatdesk does not consider credit notes for the Refundable amount, only the total amount paid by the client.

• Description: Enter a descriptive text related to the refund.

When done, click the Refund button.

After creating the refund, if there is a payment plan for the invoice(s) involved, the plan status will update automatically.

Deleting a Refund

Before deleting a refund, note that trust requests cannot be refunded.

To delete a refund, do the following:

For single or multiple invoices

First, go to where the refund is:

• Payments window.
• Payments tab of the Matter or Contact dashboard that contains it.

Then at the beginning of the refund row in the table:

• Click the action selector next to the Edit () button.
• Click the Delete () button.

For single invoices

First, go to the invoice that contains the refund in:

• Invoice (Bill) Details window.
• Request Details window (only non-trust request).

Then, in the Payment details block:

• Click the Delete () button in the refund Actions column.

Whichever way you use to delete the refund:

• In the modal that is displayed, click Yes to confirm the action.

After deleting the refund, if there is a payment plan for the invoice(s) involved, the plan status will update automatically.

In Maatdesk, we make laws easy for you. Enjoy!