This tutorial will walk you through the steps to enter a delete a deposit in TrustBooks.
- From the Navigation Pane, select View Clients and Matters List under the Clients & Matters drop-down menu:
- All active matters are displayed on Clients & Matters List page. Click on the client with the deposit you wish to delete.
- Click on the deposit that you want to delete.
- Select the deposit(s) that you want to delete by checking the box next to the deposit.
- Click the Delete Selected button.
- A confirmation will pop-up. Click OK to finish deleting the deposit.