Deleting Deposits

Overview

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

Steps

You can locate the client whose deposit you need to delete by either using the search bar in the upper right corner of your dashboard...: 

Or, by following the steps below:

1. On the Dashboard Page, select Clients & Matters, and View Clients & Matters List: 

All active matters are displayed on Clients & Matters List page.

3. Click on the client with the deposit needing to be deleted.

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

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

6. Click the Delete Selected button.

7. Click OK to the confirmation box asking you if you are sure