How to issue a refund with LexCharge.
1. Click on ‘Reports’ on the left-hand panel.
2. Navigate to the following report: ‘I want to see my LexCharge Transactions’ and click ‘Run Report’.
3 Click the ‘$’ refund icon to issue a refund.
***Please be aware that refunds to Operating or Trust accounts do not adjust Matter Ledgers. These will need to be adjusted accordingly. ***
4. Confirm Client Name, Transaction ID, Original payment date and payment amount and click 'Process Refund'.
***When refunding a client through Rocket Matter, you can only refund the entire amount of the payment. If you want to provide for example a partial credit, this can be completed through your gateway with LexCharge. For additional assistance, please contact LexCharge at 888-522-9918. ***