Voiding a Payment

Overview

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

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

Steps:

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

  1. 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 void:

  1. The Client's Ledger will be displayed. Click anywhere on the payment you wish to void:

  1. The Payment page will be displayed. Click the Void button for the selected payment:

  1. A pop-up warning window is displayed. Click OK to confirm voiding the payment.