Refunding a General Retainer

Sometimes a portion of the general retainer is unused, and you will want to reimburse the client.

Before you begin:

• General retainers must be enabled in your system. See Setting Up General Retainers to learn more.

To do this: 

1. In Actionstep, click the global Create button and choose Refund from the Retainers section. The Refund Retainer window appears.
2. Complete the fields on the form.
3. Click Save to save your changes and complete the refund.

Additional Resources:

• Setting Up General Retainers
• Receiving Funds in a General Retainer
• Paying Bills Using General Retainer Funds
• Transferring Funds Between General Retainers
• Replenishing a General Retainer