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Withdrawal in trust - Reimburse notary/lawyer (Complete)

Withdrawal in trust - Reimburse notary/lawyer (Complete)

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

 

Print Cheque

 

To print a cheque go to:

  1. Letters

  2. Scroll down to Payment from Trust Account

     

  3. Click on the letter logo

     

  4. Select Cheque + Submit

     

  5. Click on the pencil to view the format created

     

  6. Once you have approved the cheque, click on PDF to print

 

Completed!

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