Deleting a Withdrawal

Overview

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

Note: You can only delete a withdrawal if the withdrawal has not been reconciled.

Steps:

1. In the upper right corner of your dashboard to type the client name into the Search Bar:

2. The View Clients and Matters List will be displayed for the searched name. Click on the Client's Name with a withdrawal you wish to delete:

3. The Client's Ledger will be displayed. Click anywhere on the withdrawal you wish to delete:

4. The Edit Withdrawal page will be displayed. Click the Delete button for the selected payment:

For withdrawals containing multiple transactions, select the box to the left of the transactions you wish to delete. Then select the Delete Selected button:

5. A pop-up warning window is displayed. Click OK to confirm deleting the payment.