Processing Client Refunds
Our How to... series gives practical tips and step by step guides on how to do lots of different things in Actionstep. We develop these based on the queries raised by customers with our support team.
Our latest How to... looks at processing client refunds
- What is Client Refunds?
- Where to go in the system to process Client Refunds
- What are my options?
- How it can help my law firm?
Ok, lets dig in...
1. First, why should I know how to do this?
Client Refunds is a crucial feature that helps to manage over payments or valid credit notes that cannot be applied to an invoice. Having Client Refunds built into Actionstep is secure and convenient, assuring faster refunds, accurate transactions are recorded, and leading to better allocation of funds.
2. Where do I start in Actionstep?
Navigate Create-> Click Show all -> Click Client Refund under Billing
See sample image below:
3. Keep everything accounted for correctly
The refund process built-in Actionstep is simple and specifically designed to ensure that your debtor reports are kept accurate and banking transactions match with the withdrawals you make in real life. Plus all entries showing up in your debtor reporting are also accounted.
4. How does Client Refunds help my firm?
Refunding a client can be a daunting process but Actionstep makes the process efficient and trackable without having to face a vast administrative process just by selecting the client for a refund and all the outstanding amounts owing (credit notes and unallocated deposits) will be listed. Overall this leads to better client experience as well.
Note: Refunds are available to users using Actionstep's built-in Accounting.
5. Where can I find more information?
Check out our support center for full details on Client Refunds>>
You might also like to read:
We would love to hear your suggestions for How to...
If you would like to suggest an idea for a How to...we'd love to hear it!
Written by Actionstep Product Team
This Is Not a Trick Question - Are All Cloud Providers in the Cloud?
If you are looking at cloud-based software for your law firm, you have no doubt researched and found many options and providers for managing your law firm in the cloud. But how can you be sure the systems you are considering are fully cloud-based? (And does it really matter?)Read More
Actionstep & Konekta Announce Integration with PEXA
Leading practice management software platform, Actionstep, announces its integration with PEXA – Australia’s ground-breaking digital property settlement solution - built by integration partner, Konekta.Read More
Feature Spotlight: Timers
This months Feature Spotlight, nominated by Goodhand Computing Solutions LLC, one of Actionstep's Gold Partners, focuses on Timers which help Actionstep users to accurately capture time and improve on their efficiency.Read More