Archiving a Payee

Overview

This tutorial will walk you through the steps to archive a payee from your payee list view in TrustBooks in order to eliminate this payee being part of your active Payee List. 

Steps

1. Start on the Dashboard Page.

2. Click the  Payee List link under the Payments section.

3. The Payee List page is displayed.

4. Choose the Payee you want to archive. Then click, Archive.