Editing a Payment

Overview

This tutorial will walk you through the steps to edit a payment in TrustBooks.

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

Steps

1. Start on the Dashboard Page.

2. There are 3 ways to select the payment you want to edit.

2.1  On your dashboard, under Latest Payments section, you can click the payment you want to edit.

Note: Only the five (5) most recent payments are shown on the list.

2.2 Or click the View Matter List link under the Matters section.

The View Matter List page will be displayed.

2.2.1 Click the name of the matter where the payment is made.

2.3 Or click the Build Custom Reports link under the Reports section.

The Build Custom Reports page will be displayed.

3. Click the name of the matter where the payment is made.

4. Then click the Update button for the selected payment.

The Payment page will be displayed.

5. Then click OK.