How to provide a refund to a client in Amicus Billing
How to provide a refund\credit to a client in Billing
Amicus Billing does not have a refund cheque option. Follow the steps below ro provide a credit\discount.
Access the file in question
Go to Billing side of the file
Select Admin -> Billing Options
Select Use Quotes and Discounts
Add in the discount amount
Enter in the discount amount is % or $ amount.
Bill the file
Say yes to post the unposted time (if any)
Say yes to the discount option below:
You can type in a memo of your own or leave as is.
Send the bill to Draft, then Final and then Print and Post
If using a Discount to Fees, enter the Discount percentage or flat amount to be applied in the Bill. If Mass Billing, the Discount calculation is applied automatically. If Single File Billing, the user is given the choice of applying the Discount or not.
For Task-Based Billing Files—The Fees are billed. Quotes and discounts are not applicable.