Just go to transactions and enter an unapplied retainer transfer (as a positive number) for the amount that you want to return to your client. You make a retainer transfer unapplied merely by checking the non-applied box
just to the right of the amount. (If you're still using the DOS version of Legalmaster , hit F4 when you're in the amount field to do the same thing.) Save and merge the transaction.
That's all.
How do we refund unused retainer monies?
Return me to the list of Frequently Asked Questions.