Editing a Payee

Overview

This tutorial will walk you through the steps to edit a payee from your payee list view in TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Payee List link under the Payments section.

The Payee List page is displayed.

4. Select the payee you want to edit.

5. Change the fields of the payee information you want to edit. Then click, Save.

After saving, Trustbooks will notify that changes have been updated successfully.