Deleting a Payment

Overview

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

Note: You can only delete 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 delete.

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

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 were the payment is in 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 in made.

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

5. Then click OK.