Remove a Fee From a Deposit

To remove a fee paid by a deposit associated with a case, complete the following:

  1. Select a record in the Deposit panel that has a deposit applied to a fee. In the following example, $100 deposit is applied to the Bld-AppFee and Bld-Permit fee.
  2. Click either Edit record or View record.

Edit or View a Deposit Applied to a Fee

  1. In the Deposit Fees section, click Delete record to the right of the fee you want to remove from the deposit.
  2. Click OK to confirm.

Remove Deposit Amount Applied to this Fee

A success message displays.

This refunds the fee back to the deposit. For example, if a deposit with the amount of $100 is applied to fees on a case and a fee of $60 is removed from the applied deposit, the $60 deposit is available to be applied to other fees on the case.

Fee Refunded Back to the Deposit Success Message

  1. Click Save.

The Deposit panel refreshes and the refunded fee is shown in green in the deposit record.

Refunded Fee shown in Green in the Deposit Panel

The Fees panel also refreshes with the fee amount removed.