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.
1. Start on the Dashboard Page.
2. There are 3 ways to select the payment you want to delete.
2.1 On your dashboard, under Latest Payments section, you can click the payment you want to delete.
Note: Only the five (5) most recent payments are shown on the list.
2.2 Or click the View Clients & Matter List link under the CLIENTS & MATTERS section.
The View Clients & Matters List page will be displayed.
2.2.1 Click the name of the client where the payment is in made.
2.3 Or click the Build Trust Reports link under the REPORTS section.
The Build Trust Reports page will be displayed.
3. Click the name of the client (or any of the blue text of the transaction) where the payment is made to open the transaction.
4. Then click the Delete button for the selected payment.
5. Then click OK.