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Withdrawal in trust - Reimburse notary/lawyer

Withdrawal in trust - Reimburse notary/lawyer

By Holley Vosburgh
1 min

To reimburse a notary or lawyer through the TRUST account, find the transaction and open it

  1. Open ‘'TRUST’' tab

  2. Add Withdrawal +

     

  3. In the ‘'Withdrawal Type'' choose ''Refund to Lawyer / Notary''

     

     

  4. Complete mandatory fields: Payment method, Withdrawal Amount, Cheque date.

  5. Save and Close

Completed!

 

 

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