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Here are the steps to do withdrawal from your Trust account and refund a Lawyer / Notary.

  1. To start, find your transaction and click on the pencil to open it.

  2. Click on “Trust”

  3. Click on “Add Withdrawal”

  4. Select the following:

    • Transaction type: Withdrawal / Payment

    • Withdrawal type: Refund to lawyer/Notary

  5. Complete the following fields:

    • Select the “Payment method”: Bank transferer, Cheque, Electronic Funds Transfer or Other.

    • Enter the “Cheque Date”

    • Enter the “Withdrawal Amount”

  6. Save and Close

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