Enter a Refund that has been Issued
1. Go to the Fees Tab on the Case Form.
2. Select the
Fee Options Menu.
3. Click on
Add New Fee. (Note: In this example we are showing how to perform a refund with a negative fee amount. This can also be done using the
Add Credit option if you need to distribute the fee across multiple accounts. See
Move a Payment from one Item to Another.)
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5eecdc222c7d3a10cba93e46/images/604677fdb3ebfb109b589b8b/file-vGOlFzmSBW.png)
4. Choose the Fee Type you are trying to Refund – this should be the same fee type as one of the paid fees.
5. Enter the amount you want to refund as a negative value.
6. Add any notes about the refund or its reason.
7. Click the
Add New button.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5eecdc222c7d3a10cba93e46/images/60467810661b720174a748ed/file-eSQ2UN8D5Q.png)
8. Now that your negative fee appears on the Fees Tab, select the
Payments Menu from the toolbar.
9. Click on
Add Payment. (
Note: In this example we are showing how to perform a refund with a negative fee amount. This can also be done using the "Process Refund" because a negative payment is essentially a refund. See
Move a Payment from one Item to Another)
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5eecdc222c7d3a10cba93e46/images/6046781cb3ebfb109b589b8c/file-nXl7k36WF3.png)
10. Check the box to select the Fee.
11. Choose the Payment that your organization designates for refunds.
12. Enter a payment number such as a check number issued by the finance department or leave this field blank.
13. Click
OK.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5eecdc222c7d3a10cba93e46/images/60467829661b720174a748ee/file-FvbJZYa8mH.png)
14. You will now see the refunded negative payment show up on the Fees Tab.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5eecdc222c7d3a10cba93e46/images/60467834b3ebfb109b589b8d/file-c1XAWJQxps.png)