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Can I Issue a Credit to a Client for an Overpaid Expense in Lawcus?
Can I Issue a Credit to a Client for an Overpaid Expense in Lawcus?

Alternative Solution: Depositing Overpaid Expense in Lawcus to Adjust Client's Account.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a year ago

Lawcus does not offer the option to issue credit directly to a client for an overpaid expense. However, there is an alternative solution available. You can deposit the overpaid amount to the client's account, which can be adjusted later.

To deposit the amount for the client's matter, follow these steps:

  1. Click on "Accounts" from the left side menu in Lawcus.

  2. Select "Deposit" and fill in the required details.

  3. Click on "Save" to deposit the amount for the client/matter.

Following these steps ensures that the overpaid amount is properly recorded and available for later adjustments.

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