Voids & Refunds
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      1. Confido Legal Support Center
      2. Getting Started
      3. Voids & Refunds

      How do I void or refund a payment?

      This article outlines how to locate and void or refund a payment.

      Tip: if the payment is associated with a client, it may be easier to follow these steps.

      Voiding or Refunding from the Payments Tab

      • Navigate to Reports.
      • Use the filters for date, client name or amount to locate the payment you wish to refund.
      • In the Source column, click the link for the source of the payment.
      • This will take you to the original payment page where you can find the Refund button.
        • For Payment Links (Source begins with PL):
          • This opens the Payment Link details page. Scroll to the bottom and click Void or Send Refund.
        • For Standing Links (Source begins with SL):
          • This opens the Standing Link details page. Review the list of payments made for this Standing Link and click Void or Send Refund next to the payment you wish to return.
          • If the payment is not found on this details page, you may want to review a different Standing Link.
        • For Stored Payment Methods & Subscriptions (Source begins with SPM):
          • This opens the Stored Payment Method details page. Review the list of payments in the Transactions section and click Void or Send Refund next to the payment you wish to return.
      • Enter the amount of the refund and the client's email address. A receipt for the refund will be emailed to the client at this email address.
      • Click Issue Refund.
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      Please note: Only certain payment methods are eligible for partial refunds.

      • Credit & Debit card payments are eligible for partial refunds.
      • Same-Day Bank Transfers are eligible for partial refunds (available in January 2023).
      • Legacy Bank Transfers must be refunded in full.
      • A notification will be emailed to the firm. You can set this notification email address for your firm by going to Settings > Firm Details > Email Notifications.

      Warning: if you issue a refund for a payment that included a surcharge fee , you must also refund the fee.

      If you issue a partial refund for a payment that included a surcharge fee, the refund for the surcharge fee must be prorated.