How do I delete a payment that came from the trust account?

If you've received a payment from the Trust Account tab in your Operating account but would like to delete it, follow the steps below:

You can either go to the line item in the Trust Account tab or in the Accounting tab. Click on the item, and click the Delete button. The adjacent entry will also automatically be deleted.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk