Deleting a Payment
This tutorial will walk you through the steps to delete a payment in TrustBooks.
Note: You can only delete a payment if the payment has not been reconciled.
- In the upper right corner of your dashboard to type the client name into the Search Bar:
- The View Clients and Matters List will be displayed for the searched name. Click on the Client's Name with a payment you wish to delete:
- The Client's Ledger will be displayed. Click anywhere on the payment you wish to delete:
- The Payment page will be displayed. Click the Delete button for the selected payment:
- A pop-up warning window is displayed. Click OK to confirm deleting the payment.