Voiding a Withdrawal


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

Note: You can only delete a withdrawal if the withdrawal has not been reconciled. Check out our Void Option Missing on Edit Withdrawal article if you do not see the VOID option on your Edit Withdrawal screen.


  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 Edit Withdrawal 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.