Recording refunded trust money to a client is done in Smokeball by recording a trust payment.
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Open the matter in the Smokeball Web App and select the Transactions tab.
- Select the relevant trust account, if you have multiple trust accounts.
- Select the Trust Payment button.
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In the Trust Payment window, enter the refund details. Under the Reason field, ensure that you type “Trust refund” or similar to easily identify that this transaction is a refund to the client.
- Select Process.