Deleting Deposits


This tutorial will walk you through the steps to enter a delete a deposit in TrustBooks.


  1. From the Navigation Pane, select View Clients and Matters List under the Clients & Matters drop-down menu: 

  1. All active matters are displayed on Clients & Matters List page. Click on the client with the deposit you wish to delete.

  1. Click on the deposit that you want to delete.

  1. Select the deposit(s) that you want to delete by checking the box next to the deposit. 

  1. Click the Delete Selected button.

  1. A confirmation will pop-up. Click OK to finish deleting the deposit.