Refunds can now be processed under the Payment tab in LegFi!
Under Payments> Go to the payment you are looking to refund> Details.
Once you click details, you'll see the below screen:
Select "Issue Refund" and fill out the amount you are refunding. You can do full or partial refunds with this option. Fees for any payment processed is non-refundable.
Once you fill out the amount and select "Issue Refund" you will then select what account that refund will be paid from.
If you received the payment locally and recorded that in LegFi, you will not be able to issue that refund via LegFi. You should issue refunds to members with the funds in your local bank account. LegFi will not process a refund on your organization's behalf.
Once the refund is processed, we recommend that you delete the record of the payment in LegFi.
- Go to Payments in the left menu.
- Locate the row of the payment you wish to delete and select Delete in the right column.
- This will re-adjust the member's invoice, which can also be removed later if you wish to do so.
Important: Retain all documentation to record the refund.