Editing a Withdrawal

Overview

This tutorial will walk you through the steps to Edit a Payment in TrustBooks.

Note: You can not edit the amount of a payment if the payment has been reconciled.

Steps:

• 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 edit:

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

4. The Edit Payment page will be displayed.  Here you can edit any of the payment fields and click Update to save.