How do you return/refund a credit to a client?

Credits linked to a Client or a Matter can be returned to your client and recorded in SILQ.

The simplest way to refund/return monies to a client that are sitting in SILQ as a credit is to:

1. Create a Matter Expense for the same amount of money as the credit - on the matter expense you can put in a note to signify that it is a refund

2. Create an invoice with just that matter expense on there

3. When the invoice is created, SILQ will detect that there is a refund and will ask you if you want to use that refund, you should say yes

4. The invoice will be paid off in SILQ and you can simply refund the actual funds from your business bank account