Deleting Deposits

Overview

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

Steps

1. On the Dashboard Page, select Matters.

2. On the Matters drop-down menu, click the View Matter List.

All active matters are displayed in Matter List page.

3. Click on the client with the deposit needing to be deleted.

4. Click on the deposit that you want to delete.

5. Select the deposit(s) that you want to delete by checking the box next to the deposit.

6. Click the orange Delete Selected button.

7. Click OK to the confirmation box asking you if you are sure