How do I refund a client’s payment using APX?

  • Updated

When you process a client payment that was made through APX, that payment can easily be refunded within CARET Legal.


If the payment has not finished processing, you can void it without a refund.

To create the refund:
  1. Navigate to the Accounting section and select the Banks and Registers tab.
  2. Select the account the payment was deposited to from the drop-down list in the Select Account field and locate the transaction from the list, then click the pencil icon on the right to edit the details.

  3. Click Refund on the bottom left side of the Edit Deposit modal to initiate the refund to the client.
There are no fees associated with Refunds. 
Deleting the payment will not refund the payment!           

The refund does not come directly out of your bank account. The refund will be taken out of your APX balance, and any pending transactions will be disbursed less the refund amount.


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