Jeffrey Heller (Customer) asked a question.
How to refund trust money to a client
How to refund trust money to a client
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Jeffrey Heller (Customer) asked a question.
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Go to Matter > LEAP Accounting > Trust Funds, then hit the little drop down arrow next to "Make Payment" and hit "Make payment request." Then just fill out the check request with the clients info and make sure the payment type is "Trust Check".
Hope that's what you were looking for!