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How do I issue a credit to a client for an overpaid expense in Lawcus?

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

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a month 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.

Steps to deposit the amount for the client's matter

  1. Click on Billing from the left side menu in Lawcus and select the Accounts tab.

  2. Click on the dropdown next to New Account, and select Deposit and fill in the required details.

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

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